CFD
OPI

Creative Financial Designs’s Office Properties Income Trust OPI Stock Holding History

Creative Financial Designs’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
Q3 		– Sell
-162
Closed -$4K – 1268
2020
Q2 		$4K Buy
+162
New +$4.22K ﹤0.01% 930

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

Creative Financial Designs's OPI Position: Q3 2020 in Review

Creative Financial Designs sold out of Office Properties Income Trust (OPI) in Q3 2020, closing a stake of 162 shares — an estimated $4K sold.

Creative Financial Designs first reported a position in OPI in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 202 funds tracked by Wall St. Rank hold OPI as of Q3 2020.

  • Creative Financial Designs reported no remaining Office Properties Income Trust position as of Q3 2020 after selling out during the quarter.
  • Creative Financial Designs sold 162 Office Properties Income Trust shares in Q3 2020, an estimated $4K.
  • Creative Financial Designs first reported a position in Office Properties Income Trust in Q2 2020 and held it in 1 quarter.
  • Creative Financial Designs's Office Properties Income Trust position peaked at $4K in Q2 2020.
  • 202 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q3 2020.

Based on Creative Financial Designs's 13F filing for Q3 2020, filed 6 Oct 2020.