U
OPLN

UBS’s Openlane OPLN Stock Holding History

UBS’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
2014
Q3 		$257K Buy
23,717
+12,589
+113% +$144K ﹤0.01% 4931
2014
Q2 		$135K Sell
11,128
-10,402
-48% -$120K ﹤0.01% 5600
2014
Q1 		$247K Sell
21,530
-40,000
-65% -$449K ﹤0.01% 4975
2013
Q4 		$688K Sell
61,530
-29,093
-32% -$316K ﹤0.01% 3963
2013
Q3 		$968K Buy
90,623
+81,162
+858% +$810K ﹤0.01% 3378
2013
Q2 		$82K Buy
+9,461
New +$80K ﹤0.01% 6130

Other funds holding OPLN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AC
Axon Capital New York $69.3M AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
HCM
Hoplite Capital Management New York $15.1M AUM 27.41% 1-Year Est. Return

UBS's OPLN Position: Q3 2014 in Review

UBS increased its Openlane (OPLN) stake by 113% in Q3 2014, buying an estimated $144K and bringing the position to 23,717 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #4931.

UBS first reported a position in OPLN in Q2 2013 and has held it in 6 quarters since. The position peaked at $968K in Q3 2013. 212 funds tracked by Wall St. Rank hold OPLN as of Q3 2014.

  • UBS held 23,717 shares of Openlane worth $257K as of Q3 2014.
  • UBS bought 12,589 Openlane shares in Q3 2014, an estimated $144K.
  • Openlane made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4931 holding.
  • UBS first reported a position in Openlane in Q2 2013 and has held it in 6 quarters since.
  • UBS's Openlane position peaked at $968K in Q3 2013.
  • 212 funds tracked by Wall St. Rank held Openlane as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.