IAA
OPI

Independent Advisor Alliance’s Office Properties Income Trust OPI Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-6,399
Closed -$206K – 713
2019
Q4 		$206K Buy
+6,399
New +$205K 0.01% 812

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Independent Advisor Alliance's OPI Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Office Properties Income Trust (OPI) in Q1 2020, closing a stake of 6,399 shares — an estimated $206K sold.

Independent Advisor Alliance first reported a position in OPI in Q4 2019 and held it in 1 quarter. The position peaked at $206K in Q4 2019. 216 funds tracked by Wall St. Rank hold OPI as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Office Properties Income Trust position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,399 Office Properties Income Trust shares in Q1 2020, an estimated $206K.
  • Independent Advisor Alliance first reported a position in Office Properties Income Trust in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Office Properties Income Trust position peaked at $206K in Q4 2019.
  • 216 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.