MFG
OPI

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

Merit 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
Q4 		– Sell
-12,274
Closed -$254K – 234
2020
Q3 		$254K Buy
+12,274
New +$296K 0.02% 191

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Merit Financial Group's OPI Position: Q4 2020 in Review

Merit Financial Group sold out of Office Properties Income Trust (OPI) in Q4 2020, closing a stake of 12,274 shares — an estimated $254K sold.

Merit Financial Group first reported a position in OPI in Q3 2020 and held it in 1 quarter. The position peaked at $254K in Q3 2020. 197 funds tracked by Wall St. Rank hold OPI as of Q4 2020.

  • Merit Financial Group reported no remaining Office Properties Income Trust position as of Q4 2020 after selling out during the quarter.
  • Merit Financial Group sold 12,274 Office Properties Income Trust shares in Q4 2020, an estimated $254K.
  • Merit Financial Group first reported a position in Office Properties Income Trust in Q3 2020 and held it in 1 quarter.
  • Merit Financial Group's Office Properties Income Trust position peaked at $254K in Q3 2020.
  • 197 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2020.

Based on Merit Financial Group's 13F filing for Q4 2020, filed 12 Feb 2021.