EWM
OPI

EPG Wealth Management’s Office Properties Income Trust OPI Stock Holding History

EPG Wealth Management’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
Q2 		– Sell
-242
Closed -$7K – 574
2020
Q1 		$7K Buy
+242
New +$7.48K 0.01% 541

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EPG Wealth Management's OPI Position: Q2 2020 in Review

EPG Wealth Management sold out of Office Properties Income Trust (OPI) in Q2 2020, closing a stake of 242 shares — an estimated $7K sold.

EPG Wealth Management first reported a position in OPI in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 216 funds tracked by Wall St. Rank hold OPI as of Q2 2020.

  • EPG Wealth Management reported no remaining Office Properties Income Trust position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 242 Office Properties Income Trust shares in Q2 2020, an estimated $7K.
  • EPG Wealth Management first reported a position in Office Properties Income Trust in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's Office Properties Income Trust position peaked at $7K in Q1 2020.
  • 216 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.