AIM
OPI

Advantage Investment Management’s Office Properties Income Trust OPI Stock Holding History

Advantage Investment Management’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 		$23K Buy
750
+250
+50% +$6.98K 0.02% 495
2019
Q2 		$13K Buy
500
+375
+300% +$9.85K 0.01% 623
2019
Q1 		$3K Buy
+125
New +$3.79K ﹤0.01% 834

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 $298B AUM 21.96% 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

Advantage Investment Management's OPI Position: Q3 2019 in Review

Advantage Investment Management increased its Office Properties Income Trust (OPI) stake by 50% in Q3 2019, buying an estimated $6.98K and bringing the position to 750 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #495.

Advantage Investment Management first reported a position in OPI in Q1 2019 and has held it in 3 quarters since. 229 funds tracked by Wall St. Rank hold OPI as of Q3 2019.

  • Advantage Investment Management held 750 shares of Office Properties Income Trust worth $23K as of Q3 2019.
  • Advantage Investment Management bought 250 Office Properties Income Trust shares in Q3 2019, an estimated $6.98K.
  • Office Properties Income Trust made up 0.02% of Advantage Investment Management's portfolio in Q3 2019, its #495 holding.
  • Advantage Investment Management first reported a position in Office Properties Income Trust in Q1 2019 and has held it in 3 quarters since.
  • 229 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.