JIC
OPI

JRM Investment Counsel’s Office Properties Income Trust OPI Stock Holding History

JRM Investment Counsel’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
Q2 		– Sell
-32,424
Closed -$896K – 29
2019
Q1 		$896K Buy
+32,424
New +$982K 0.65% 26

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JRM Investment Counsel's OPI Position: Q2 2019 in Review

JRM Investment Counsel sold out of Office Properties Income Trust (OPI) in Q2 2019, closing a stake of 32,424 shares — an estimated $896K sold.

JRM Investment Counsel first reported a position in OPI in Q1 2019 and held it in 1 quarter. The position peaked at $896K in Q1 2019. 215 funds tracked by Wall St. Rank hold OPI as of Q2 2019.

  • JRM Investment Counsel reported no remaining Office Properties Income Trust position as of Q2 2019 after selling out during the quarter.
  • JRM Investment Counsel sold 32,424 Office Properties Income Trust shares in Q2 2019, an estimated $896K.
  • JRM Investment Counsel first reported a position in Office Properties Income Trust in Q1 2019 and held it in 1 quarter.
  • JRM Investment Counsel's Office Properties Income Trust position peaked at $896K in Q1 2019.
  • 215 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q2 2019.

Based on JRM Investment Counsel's 13F filing for Q2 2019, filed 6 Aug 2019.