WFG Advisors’s Openlane OPLN Stock Holding History

WFG 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
2017 Q2	$0	Hold	3	–	–	﹤0.01%	1609
2017 Q1	$0	Hold	3	–	–	﹤0.01%	1581
2016 Q4	$0	Hold	3	–	–	﹤0.01%	1645
2016 Q3	$0	Hold	3	–	–	﹤0.01%	1632
2016 Q2	$0	Hold	3	–	–	﹤0.01%	1630
2016 Q1	$0	Buy	+3	New	+$40	﹤0.01%	1605

Other funds holding OPLN

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

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

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

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

WFG Advisors's OPLN Position: Q2 2017 in Review

WFG Advisors held its Openlane (OPLN) position steady in Q2 2017 at 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

WFG Advisors first reported a position in OPLN in Q1 2016 and has held it in 6 quarters since. 301 funds tracked by Wall St. Rank hold OPLN as of Q2 2017.

WFG Advisors held 3 shares of Openlane worth $0 as of Q2 2017.
WFG Advisors left its Openlane share count unchanged in Q2 2017.
Openlane made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1609 holding.
WFG Advisors first reported a position in Openlane in Q1 2016 and has held it in 6 quarters since.
301 funds tracked by Wall St. Rank held Openlane as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.