EWA
OPI

EP Wealth Advisors’s Office Properties Income Trust OPI Stock Holding History

EP Wealth 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
Q4 		– Sell
-7,592
Closed -$233K – 431
2019
Q3 		$233K Buy
+7,592
New +$212K 0.01% 317

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

EP Wealth Advisors's OPI Position: Q4 2019 in Review

EP Wealth Advisors sold out of Office Properties Income Trust (OPI) in Q4 2019, closing a stake of 7,592 shares — an estimated $233K sold.

EP Wealth Advisors first reported a position in OPI in Q3 2019 and held it in 1 quarter. The position peaked at $233K in Q3 2019. 231 funds tracked by Wall St. Rank hold OPI as of Q4 2019.

  • EP Wealth Advisors reported no remaining Office Properties Income Trust position as of Q4 2019 after selling out during the quarter.
  • EP Wealth Advisors sold 7,592 Office Properties Income Trust shares in Q4 2019, an estimated $233K.
  • EP Wealth Advisors first reported a position in Office Properties Income Trust in Q3 2019 and held it in 1 quarter.
  • EP Wealth Advisors's Office Properties Income Trust position peaked at $233K in Q3 2019.
  • 231 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2019.

Based on EP Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.