UAS
OPI

United Asset Strategies’s Office Properties Income Trust OPI Stock Holding History

United Asset Strategies’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
Q3 		– Sell
-14,454
Closed -$380K – 198
2019
Q2 		$380K Hold
14,454
– – 0.09% 149
2019
Q1 		$400K Buy
+14,454
New +$438K 0.09% 158

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

United Asset Strategies's OPI Position: Q3 2019 in Review

United Asset Strategies sold out of Office Properties Income Trust (OPI) in Q3 2019, closing a stake of 14,454 shares — an estimated $380K sold.

United Asset Strategies first reported a position in OPI in Q1 2019 and held it in 2 quarters. The position peaked at $400K in Q1 2019. 229 funds tracked by Wall St. Rank hold OPI as of Q3 2019.

  • United Asset Strategies reported no remaining Office Properties Income Trust position as of Q3 2019 after selling out during the quarter.
  • United Asset Strategies sold 14,454 Office Properties Income Trust shares in Q3 2019, an estimated $380K.
  • United Asset Strategies first reported a position in Office Properties Income Trust in Q1 2019 and held it in 2 quarters.
  • United Asset Strategies's Office Properties Income Trust position peaked at $400K in Q1 2019.
  • 229 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q3 2019.

Based on United Asset Strategies's 13F filing for Q3 2019, filed 1 Nov 2019.