WRF
OPLN

Waddell & Reed Financial’s Openlane OPLN Stock Holding History

Waddell & Reed Financial’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
-482,796
Closed -$10.9M – 519
2018
Q3 		$10.9M Buy
482,796
+295
+0.1% +$6.81K 0.02% 417
2018
Q2 		$10M Buy
482,501
+16,460
+4% +$335K 0.02% 414
2018
Q1 		$9.56M Sell
466,041
-51,757
-10% -$1.04M 0.02% 417
2017
Q4 		$9.9M Sell
517,798
-24,148
-4% -$447K 0.02% 417
2017
Q3 		$9.79M Sell
541,946
-66,552
-11% -$1.1M 0.02% 410
2017
Q2 		$9.67M Buy
608,498
+55,588
+10% +$905K 0.02% 437
2017
Q1 		$9.14M Buy
552,910
+56,240
+11% +$959K 0.02% 436
2016
Q4 		$8.01M Buy
496,670
+131,493
+36% +$2.1M 0.02% 451
2016
Q3 		$5.97M Buy
365,177
+67,371
+23% +$1.07M 0.01% 475
2016
Q2 		$4.71M Buy
297,806
+65,574
+28% +$981K 0.01% 483
2016
Q1 		$3.35M Buy
232,232
+47,768
+26% +$633K 0.01% 526
2015
Q4 		$2.58M Buy
184,464
+44,914
+32% +$636K ﹤0.01% 577
2015
Q3 		$1.88M Buy
139,550
+3,249
+2% +$46.1K ﹤0.01% 587
2015
Q2 		$1.93M Buy
136,301
+5,046
+4% +$72.2K ﹤0.01% 571
2015
Q1 		$1.88M Buy
131,255
+26,183
+25% +$355K ﹤0.01% 539
2014
Q4 		$1.38M Buy
+105,072
New +$1.27M ﹤0.01% 534

Other funds holding OPLN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Waddell & Reed Financial's OPLN Position: Q4 2018 in Review

Waddell & Reed Financial sold out of Openlane (OPLN) in Q4 2018, closing a stake of 482,796 shares — an estimated $10.9M sold.

Waddell & Reed Financial first reported a position in OPLN in Q4 2014 and held it in 16 quarters. The position peaked at $10.9M in Q3 2018. 401 funds tracked by Wall St. Rank hold OPLN as of Q4 2018.

  • Waddell & Reed Financial reported no remaining Openlane position as of Q4 2018 after selling out during the quarter.
  • Waddell & Reed Financial sold 482,796 Openlane shares in Q4 2018, an estimated $10.9M.
  • Waddell & Reed Financial first reported a position in Openlane in Q4 2014 and held it in 16 quarters.
  • Waddell & Reed Financial's Openlane position peaked at $10.9M in Q3 2018.
  • 401 funds tracked by Wall St. Rank held Openlane as of Q4 2018.

Based on Waddell & Reed Financial's 13F filing for Q4 2018, filed 14 Feb 2019.