United Capital Financial Advisors’s Openlane OPLN Stock Holding History

United Capital Financial Advisors’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
2020 Q2	–	Sell	-32,945	Closed	-$395K	–	1221
2020 Q1	$395K	Sell	32,945 -1,810	-5%	-$35.4K	﹤0.01%	902
2019 Q4	$757K	Buy	34,755 +915	+3%	+$20.9K	﹤0.01%	876
2019 Q3	$831K	Sell	33,840 -1,100	-3%	-$28.2K	0.01%	801
2019 Q2	$874K	Sell	34,940 -57,435	-62%	-$1.24M	0.01%	857
2019 Q1	$1.79M	Sell	92,375 -6,206	-6%	-$117K	0.01%	617
2018 Q4	$1.78M	Buy	98,581 +1,456	+1%	+$30.2K	0.01%	586
2018 Q3	$2.19M	Sell	97,125 -626	-0.6%	-$14.5K	0.02%	593
2018 Q2	$2.03M	Buy	97,751 +13,791	+16%	+$281K	0.02%	587
2018 Q1	$1.72M	Buy	83,960 +930	+1%	+$18.8K	0.01%	635
2017 Q4	$1.59M	Buy	+83,030	New	+$1.54M	0.01%	657

Other funds holding OPLN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

United Capital Financial Advisors's OPLN Position: Q2 2020 in Review

United Capital Financial Advisors sold out of Openlane (OPLN) in Q2 2020, closing a stake of 32,945 shares — an estimated $395K sold.

United Capital Financial Advisors first reported a position in OPLN in Q4 2017 and held it in 10 quarters. The position peaked at $2.19M in Q3 2018. 291 funds tracked by Wall St. Rank hold OPLN as of Q2 2020.

United Capital Financial Advisors reported no remaining Openlane position as of Q2 2020 after selling out during the quarter.
United Capital Financial Advisors sold 32,945 Openlane shares in Q2 2020, an estimated $395K.
United Capital Financial Advisors first reported a position in Openlane in Q4 2017 and held it in 10 quarters.
United Capital Financial Advisors's Openlane position peaked at $2.19M in Q3 2018.
291 funds tracked by Wall St. Rank held Openlane as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.