WWM
OPLN

Willingdon Wealth Management’s Openlane OPLN Stock Holding History

Willingdon Wealth Management’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
2019
Q2 		– Sell
-95
Closed -$2K – 342
2019
Q1 		$2K Buy
+95
New +$1.79K ﹤0.01% 310
2018
Q1 		– Sell
-177
Closed -$3K – 362
2017
Q4 		$3K Buy
+177
New +$3.28K ﹤0.01% 314

Other funds holding OPLN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Willingdon Wealth Management's OPLN Position: Q2 2019 in Review

Willingdon Wealth Management sold out of Openlane (OPLN) in Q2 2019, closing a stake of 95 shares — an estimated $2K sold.

Willingdon Wealth Management first reported a position in OPLN in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q4 2017. 348 funds tracked by Wall St. Rank hold OPLN as of Q2 2019.

  • Willingdon Wealth Management reported no remaining Openlane position as of Q2 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 95 Openlane shares in Q2 2019, an estimated $2K.
  • Willingdon Wealth Management first reported a position in Openlane in Q4 2017 and held it in 2 quarters.
  • Willingdon Wealth Management's Openlane position peaked at $3K in Q4 2017.
  • 348 funds tracked by Wall St. Rank held Openlane as of Q2 2019.

Based on Willingdon Wealth Management's 13F filing for Q2 2019, filed 1 Aug 2019.