Transform Wealth’s Openlane OPLN Stock Holding History

Transform Wealth’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
2018 Q4	–	Sell	-61,823	Closed	-$1.4M	–	190
2018 Q3	$1.4M	Buy	61,823 +14,267	+30%	+$329K	0.24%	105
2018 Q2	$986K	Buy	47,556 +6,341	+15%	+$129K	0.18%	135
2018 Q1	$846K	Buy	+41,215	New	+$831K	0.16%	149

Other funds holding OPLN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Transform Wealth's OPLN Position: Q4 2018 in Review

Transform Wealth sold out of Openlane (OPLN) in Q4 2018, closing a stake of 61,823 shares — an estimated $1.4M sold.

Transform Wealth first reported a position in OPLN in Q1 2018 and held it in 3 quarters. The position peaked at $1.4M in Q3 2018. 400 funds tracked by Wall St. Rank hold OPLN as of Q4 2018.

Transform Wealth reported no remaining Openlane position as of Q4 2018 after selling out during the quarter.
Transform Wealth sold 61,823 Openlane shares in Q4 2018, an estimated $1.4M.
Transform Wealth first reported a position in Openlane in Q1 2018 and held it in 3 quarters.
Transform Wealth's Openlane position peaked at $1.4M in Q3 2018.
400 funds tracked by Wall St. Rank held Openlane as of Q4 2018.

Based on Transform Wealth's 13F filing for Q4 2018, filed 30 Jan 2019.