RFS
OPLN

Rockefeller Financial Services’s Openlane OPLN Stock Holding History

Rockefeller Financial Services’s Portfolio OPLN Stock Details OPLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$33K Hold
1,717
– – ﹤0.01% 445
2017
Q3 		$31K Buy
+1,717
New +$28.3K ﹤0.01% 450
2016
Q1 		– Sell
-2,808
Closed -$39K – 627
2015
Q4 		$39K Hold
2,808
– – ﹤0.01% 447
2015
Q3 		$38K Buy
+2,808
New +$39.9K ﹤0.01% 429
2015
Q2 		– Sell
-1,810
Closed -$26K – 490
2015
Q1 		$26K Buy
+1,810
New +$24.5K ﹤0.01% 441

Other funds holding OPLN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Rockefeller Financial Services's OPLN Position: Q4 2017 in Review

Rockefeller Financial Services held its Openlane (OPLN) position steady in Q4 2017 at 1,717 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Rockefeller Financial Services first reported a position in OPLN in Q1 2015 and has held it in 5 quarters since. The position peaked at $39K in Q4 2015. 352 funds tracked by Wall St. Rank hold OPLN as of Q4 2017.

  • Rockefeller Financial Services held 1,717 shares of Openlane worth $33K as of Q4 2017.
  • Rockefeller Financial Services left its Openlane share count unchanged in Q4 2017.
  • Openlane made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #445 holding.
  • Rockefeller Financial Services first reported a position in Openlane in Q1 2015 and has held it in 5 quarters since.
  • Rockefeller Financial Services's Openlane position peaked at $39K in Q4 2015.
  • 352 funds tracked by Wall St. Rank held Openlane as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.