BBA
OPI

Braun-Bostich & Associates’s Office Properties Income Trust OPI Stock Holding History

Braun-Bostich & Associates’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
-3,976
Closed -$82K – 163
2020
Q3 		$82K Buy
3,976
+1,608
+68% +$38.7K 0.08% 130
2020
Q2 		$61K Hold
2,368
– – 0.06% 124
2020
Q1 		$59K Hold
2,368
– – 0.08% 124
2019
Q4 		$74K Buy
+2,368
New +$75.8K 0.07% 131
2019
Q3 		– Sell
-1,780
Closed -$47K – 233
2019
Q2 		$47K Hold
1,780
– – 0.05% 192
2019
Q1 		$49K Buy
+1,780
New +$53.9K 0.05% 197

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Braun-Bostich & Associates's OPI Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of Office Properties Income Trust (OPI) in Q4 2020, closing a stake of 3,976 shares — an estimated $82K sold.

Braun-Bostich & Associates first reported a position in OPI in Q1 2019 and held it in 6 quarters. The position peaked at $82K in Q3 2020. 197 funds tracked by Wall St. Rank hold OPI as of Q4 2020.

  • Braun-Bostich & Associates reported no remaining Office Properties Income Trust position as of Q4 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 3,976 Office Properties Income Trust shares in Q4 2020, an estimated $82K.
  • Braun-Bostich & Associates first reported a position in Office Properties Income Trust in Q1 2019 and held it in 6 quarters.
  • Braun-Bostich & Associates's Office Properties Income Trust position peaked at $82K in Q3 2020.
  • 197 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.