Capital Investment Advisory Services’s Office Properties Income Trust OPI Stock Holding History

Capital Investment Advisory Services’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 Q4	–	Sell	-865	Closed	-$27K	–	1040
2019 Q3	$27K	Hold	865	–	–	0.01%	729
2019 Q2	$23K	Sell	865 -104	-11%	-$2.73K	0.01%	745
2019 Q1	$27K	Buy	+969	New	+$29.4K	0.01%	616

Other funds holding OPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Investment Advisory Services's OPI Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Office Properties Income Trust (OPI) in Q4 2019, closing a stake of 865 shares — an estimated $27K sold.

Capital Investment Advisory Services first reported a position in OPI in Q1 2019 and held it in 3 quarters. The position peaked at $27K in Q3 2019. 231 funds tracked by Wall St. Rank hold OPI as of Q4 2019.

Capital Investment Advisory Services reported no remaining Office Properties Income Trust position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 865 Office Properties Income Trust shares in Q4 2019, an estimated $27K.
Capital Investment Advisory Services first reported a position in Office Properties Income Trust in Q1 2019 and held it in 3 quarters.
Capital Investment Advisory Services's Office Properties Income Trust position peaked at $27K in Q3 2019.
231 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.