BCA
OPI

Berman Capital Advisors’s Office Properties Income Trust OPI Stock Holding History

Berman Capital 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
2020
Q4 		– Sell
-46
Closed – – 1778
2020
Q3 		$0 Sell
46
-73
-61% -$1.76K ﹤0.01% 1724
2020
Q2 		$3K Buy
119
+73
+159% +$1.9K ﹤0.01% 1164
2020
Q1 		$1K Hold
46
– – ﹤0.01% 1341
2019
Q4 		$1K Hold
46
– – ﹤0.01% 1363
2019
Q3 		$1K Hold
46
– – ﹤0.01% 1347
2019
Q2 		$1K Sell
46
-65
-59% -$1.71K ﹤0.01% 1359
2019
Q1 		$3K Buy
+111
New +$3.36K ﹤0.01% 1016

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Berman Capital Advisors's OPI Position: Q4 2020 in Review

Berman Capital Advisors sold out of Office Properties Income Trust (OPI) in Q4 2020, closing a stake of 46 shares.

Berman Capital Advisors first reported a position in OPI in Q1 2019 and held it in 7 quarters. The position peaked at $3K in Q2 2020. 197 funds tracked by Wall St. Rank hold OPI as of Q4 2020.

  • Berman Capital Advisors reported no remaining Office Properties Income Trust position as of Q4 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 46 Office Properties Income Trust shares in Q4 2020.
  • Berman Capital Advisors first reported a position in Office Properties Income Trust in Q1 2019 and held it in 7 quarters.
  • Berman Capital Advisors's Office Properties Income Trust position peaked at $3K in Q2 2020.
  • 197 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.