ACS
OPI

Archford Capital Strategies’s Office Properties Income Trust OPI Stock Holding History

Archford Capital Strategies’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
-50
Closed -$1K – 425
2019
Q2 		$1K Buy
+50
New +$1.31K ﹤0.01% 544

Other funds holding OPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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 $609B AUM 40.19% 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 $552B AUM 44.19% 1-Year Est. Return

Archford Capital Strategies's OPI Position: Q3 2019 in Review

Archford Capital Strategies sold out of Office Properties Income Trust (OPI) in Q3 2019, closing a stake of 50 shares — an estimated $1K sold.

Archford Capital Strategies first reported a position in OPI in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 229 funds tracked by Wall St. Rank hold OPI as of Q3 2019.

  • Archford Capital Strategies reported no remaining Office Properties Income Trust position as of Q3 2019 after selling out during the quarter.
  • Archford Capital Strategies sold 50 Office Properties Income Trust shares in Q3 2019, an estimated $1K.
  • Archford Capital Strategies first reported a position in Office Properties Income Trust in Q2 2019 and held it in 1 quarter.
  • Archford Capital Strategies's Office Properties Income Trust position peaked at $1K in Q2 2019.
  • 229 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.