SIC
OPI

Salem Investment Counselors’s Office Properties Income Trust OPI Stock Holding History

Salem Investment Counselors’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
-125
Closed -$3K – 717
2020
Q2 		$3K Hold
125
– – ﹤0.01% 627
2020
Q1 		$3K Hold
125
– – ﹤0.01% 610
2019
Q4 		$4K Hold
125
– – ﹤0.01% 628
2019
Q3 		$4K Hold
125
– – ﹤0.01% 583
2019
Q2 		$3K Buy
+125
New +$3.29K ﹤0.01% 621

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $609B AUM 40.19% 1-Year Est. Return

Salem Investment Counselors's OPI Position: Q3 2020 in Review

Salem Investment Counselors sold out of Office Properties Income Trust (OPI) in Q3 2020, closing a stake of 125 shares — an estimated $3K sold.

Salem Investment Counselors first reported a position in OPI in Q2 2019 and held it in 5 quarters. The position peaked at $4K in Q4 2019. 202 funds tracked by Wall St. Rank hold OPI as of Q3 2020.

  • Salem Investment Counselors reported no remaining Office Properties Income Trust position as of Q3 2020 after selling out during the quarter.
  • Salem Investment Counselors sold 125 Office Properties Income Trust shares in Q3 2020, an estimated $3K.
  • Salem Investment Counselors first reported a position in Office Properties Income Trust in Q2 2019 and held it in 5 quarters.
  • Salem Investment Counselors's Office Properties Income Trust position peaked at $4K in Q4 2019.
  • 202 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q3 2020.

Based on Salem Investment Counselors's 13F filing for Q3 2020, filed 13 Nov 2020.