1IA
OPI

1834 Investment Advisors’s Office Properties Income Trust OPI Stock Holding History

1834 Investment Advisors’s Portfolio OPI Stock Details OPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-125
Closed -$3K – 486
2019
Q2 		$3K Hold
125
– – ﹤0.01% 413
2019
Q1 		$3K Buy
+125
New +$3.79K ﹤0.01% 387

Other funds holding OPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

1834 Investment Advisors's OPI Position: Q3 2019 in Review

1834 Investment Advisors sold out of Office Properties Income Trust (OPI) in Q3 2019, closing a stake of 125 shares — an estimated $3K sold.

1834 Investment Advisors first reported a position in OPI in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 229 funds tracked by Wall St. Rank hold OPI as of Q3 2019.

  • 1834 Investment Advisors reported no remaining Office Properties Income Trust position as of Q3 2019 after selling out during the quarter.
  • 1834 Investment Advisors sold 125 Office Properties Income Trust shares in Q3 2019, an estimated $3K.
  • 1834 Investment Advisors first reported a position in Office Properties Income Trust in Q1 2019 and held it in 2 quarters.
  • 1834 Investment Advisors's Office Properties Income Trust position peaked at $3K in Q2 2019.
  • 229 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q3 2019.

Based on 1834 Investment Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.