MFG
OPI

Magnus Financial Group’s Office Properties Income Trust OPI Stock Holding History

Magnus Financial Group’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
Q3 		– Sell
-9,174
Closed -$238K – 536
2020
Q2 		$238K Sell
9,174
-600
-6% -$15.6K 0.03% 483
2020
Q1 		$266K Buy
9,774
+2,366
+32% +$73.1K 0.04% 327
2019
Q4 		$238K Hold
7,408
– – 0.03% 406
2019
Q3 		$227K Buy
+7,408
New +$207K 0.04% 397

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Magnus Financial Group's OPI Position: Q3 2020 in Review

Magnus Financial Group sold out of Office Properties Income Trust (OPI) in Q3 2020, closing a stake of 9,174 shares — an estimated $238K sold.

Magnus Financial Group first reported a position in OPI in Q3 2019 and held it in 4 quarters. The position peaked at $266K in Q1 2020. 202 funds tracked by Wall St. Rank hold OPI as of Q3 2020.

  • Magnus Financial Group reported no remaining Office Properties Income Trust position as of Q3 2020 after selling out during the quarter.
  • Magnus Financial Group sold 9,174 Office Properties Income Trust shares in Q3 2020, an estimated $238K.
  • Magnus Financial Group first reported a position in Office Properties Income Trust in Q3 2019 and held it in 4 quarters.
  • Magnus Financial Group's Office Properties Income Trust position peaked at $266K in Q1 2020.
  • 202 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.