RPCONE
OPI

Retirement Planning Company of New England’s Office Properties Income Trust OPI Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-18
Closed – – 668
2021
Q4 		$0 Buy
+18
New +$462 ﹤0.01% 946

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State Street
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LSV Asset Management
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Planning Company of New England's OPI Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Office Properties Income Trust (OPI) in Q1 2022, closing a stake of 18 shares.

Retirement Planning Company of New England first reported a position in OPI in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 200 funds tracked by Wall St. Rank hold OPI as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Office Properties Income Trust position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 18 Office Properties Income Trust shares in Q1 2022.
  • Retirement Planning Company of New England first reported a position in Office Properties Income Trust in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Office Properties Income Trust position peaked at $0 in Q4 2021.
  • 200 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.