WAM
OPI

Wealthspire Advisors (Maryland)’s Office Properties Income Trust OPI Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-15
Closed – – 1526
2019
Q1 		$0 Buy
+15
New +$454 ﹤0.01% 2554

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s OPI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Office Properties Income Trust (OPI) in Q2 2019, closing a stake of 15 shares.

Wealthspire Advisors (Maryland) first reported a position in OPI in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 215 funds tracked by Wall St. Rank hold OPI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Office Properties Income Trust position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 15 Office Properties Income Trust shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Office Properties Income Trust in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Office Properties Income Trust position peaked at $0 in Q1 2019.
  • 215 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.