CA
OPI

Crewe Advisors’s Office Properties Income Trust OPI Stock Holding History

Crewe 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
2019
Q3 		– Sell
-115
Closed -$3K – 288
2019
Q2 		$3K Hold
115
– – ﹤0.01% 257
2019
Q1 		$3K Buy
+115
New +$3.48K ﹤0.01% 210

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 $3.38T AUM 44.17% 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 $860B AUM 41.15% 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 $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Crewe Advisors's OPI Position: Q3 2019 in Review

Crewe Advisors sold out of Office Properties Income Trust (OPI) in Q3 2019, closing a stake of 115 shares — an estimated $3K sold.

Crewe Advisors first reported a position in OPI in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 229 funds tracked by Wall St. Rank hold OPI as of Q3 2019.

  • Crewe Advisors reported no remaining Office Properties Income Trust position as of Q3 2019 after selling out during the quarter.
  • Crewe Advisors sold 115 Office Properties Income Trust shares in Q3 2019, an estimated $3K.
  • Crewe Advisors first reported a position in Office Properties Income Trust in Q1 2019 and held it in 2 quarters.
  • Crewe Advisors's Office Properties Income Trust position peaked at $3K in Q2 2019.
  • 229 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q3 2019.

Based on Crewe Advisors's 13F filing for Q3 2019, filed 6 Nov 2019.