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

Frontier 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
2019 Q3	–	Sell	-12,826	Closed	-$337K	–	320
2019 Q2	$337K	Buy	12,826 +3,205	+33%	+$84.2K	0.05%	230
2019 Q1	$266K	Buy	+9,621	New	+$292K	0.04%	295

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Frontier Wealth Management's OPI Position: Q3 2019 in Review

Frontier Wealth Management sold out of Office Properties Income Trust (OPI) in Q3 2019, closing a stake of 12,826 shares — an estimated $337K sold.

Frontier Wealth Management first reported a position in OPI in Q1 2019 and held it in 2 quarters. The position peaked at $337K in Q2 2019. 229 funds tracked by Wall St. Rank hold OPI as of Q3 2019.

Frontier Wealth Management reported no remaining Office Properties Income Trust position as of Q3 2019 after selling out during the quarter.
Frontier Wealth Management sold 12,826 Office Properties Income Trust shares in Q3 2019, an estimated $337K.
Frontier Wealth Management first reported a position in Office Properties Income Trust in Q1 2019 and held it in 2 quarters.
Frontier Wealth Management's Office Properties Income Trust position peaked at $337K in Q2 2019.
229 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q3 2019.

Based on Frontier Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.