SFS
OPI

Sowell Financial Services’s Office Properties Income Trust OPI Stock Holding History

Sowell Financial Services’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
Q4 		– Sell
-1,189
Closed -$36K – 2612
2019
Q3 		$36K Buy
+1,189
New +$33.2K ﹤0.01% 1093

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 $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Sowell Financial Services's OPI Position: Q4 2019 in Review

Sowell Financial Services sold out of Office Properties Income Trust (OPI) in Q4 2019, closing a stake of 1,189 shares — an estimated $36K sold.

Sowell Financial Services first reported a position in OPI in Q3 2019 and held it in 1 quarter. The position peaked at $36K in Q3 2019. 231 funds tracked by Wall St. Rank hold OPI as of Q4 2019.

  • Sowell Financial Services reported no remaining Office Properties Income Trust position as of Q4 2019 after selling out during the quarter.
  • Sowell Financial Services sold 1,189 Office Properties Income Trust shares in Q4 2019, an estimated $36K.
  • Sowell Financial Services first reported a position in Office Properties Income Trust in Q3 2019 and held it in 1 quarter.
  • Sowell Financial Services's Office Properties Income Trust position peaked at $36K in Q3 2019.
  • 231 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q4 2019.

Based on Sowell Financial Services's 13F filing for Q4 2019, filed 7 Feb 2020.