WealthTrust-Arizona’s Openlane OPLN Stock Holding History

WealthTrust-Arizona’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	$14K	Hold	756	–	–	0.01%	324
2018 Q3	$17K	Buy	756 +6	+0.8%	+$139	0.01%	318
2018 Q2	$16K	Sell	750 -72	-9%	-$1.47K	0.01%	311
2018 Q1	$17K	Hold	822	–	–	0.01%	312
2017 Q4	$16K	Hold	822	–	–	0.01%	327
2017 Q3	$15K	Hold	822	–	–	0.01%	318
2017 Q2	$13K	Hold	822	–	–	0.01%	338
2017 Q1	$14K	Hold	822	–	–	0.01%	323
2016 Q4	$13K	Hold	822	–	–	0.01%	329
2016 Q3	$13K	Hold	822	–	–	0.01%	327
2016 Q2	$13K	Hold	822	–	–	0.01%	310
2016 Q1	$12K	Hold	822	–	–	0.01%	322
2015 Q4	$12K	Hold	822	–	–	0.01%	345
2015 Q3	$11K	Hold	822	–	–	0.01%	361
2015 Q2	$12K	Hold	822	–	–	0.01%	369
2015 Q1	$12K	Hold	822	–	–	0.01%	380
2014 Q4	$11K	Hold	822	–	–	0.01%	384
2014 Q3	$9K	Hold	822	–	–	0.01%	424
2014 Q2	$10K	Hold	822	–	–	0.01%	408
2014 Q1	$9K	Hold	822	–	–	0.01%	442
2013 Q4	$9K	Hold	822	–	–	0.01%	421
2013 Q3	$9K	Hold	822	–	–	0.01%	389
2013 Q2	$7K	Buy	+822	New	+$6.95K	0.01%	409

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

WealthTrust-Arizona's OPLN Position: Q4 2018 in Review

WealthTrust-Arizona held its Openlane (OPLN) position steady in Q4 2018 at 756 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #324.

WealthTrust-Arizona first reported a position in OPLN in Q2 2013 and has held it in 23 quarters since. The position peaked at $17K in Q3 2018. 400 funds tracked by Wall St. Rank hold OPLN as of Q4 2018.

WealthTrust-Arizona held 756 shares of Openlane worth $14K as of Q4 2018.
WealthTrust-Arizona left its Openlane share count unchanged in Q4 2018.
Openlane made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #324 holding.
WealthTrust-Arizona first reported a position in Openlane in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's Openlane position peaked at $17K in Q3 2018.
400 funds tracked by Wall St. Rank held Openlane as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.