TFO
OPI

Tarbox Family Office’s Office Properties Income Trust OPI Stock Holding History

Tarbox Family Office’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
Q1 		– Sell
-92
Closed -$3K – 1260
2019
Q4 		$3K Hold
92
– – ﹤0.01% 691
2019
Q3 		$3K Buy
92
+2
+2% +$56 ﹤0.01% 626
2019
Q2 		$2K Buy
+90
New +$2.37K ﹤0.01% 776

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tarbox Family Office's OPI Position: Q1 2020 in Review

Tarbox Family Office sold out of Office Properties Income Trust (OPI) in Q1 2020, closing a stake of 92 shares — an estimated $3K sold.

Tarbox Family Office first reported a position in OPI in Q2 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 216 funds tracked by Wall St. Rank hold OPI as of Q1 2020.

  • Tarbox Family Office reported no remaining Office Properties Income Trust position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 92 Office Properties Income Trust shares in Q1 2020, an estimated $3K.
  • Tarbox Family Office first reported a position in Office Properties Income Trust in Q2 2019 and held it in 3 quarters.
  • Tarbox Family Office's Office Properties Income Trust position peaked at $3K in Q4 2019.
  • 216 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.