WS
OPI

Wedbush Securities’s Office Properties Income Trust OPI Stock Holding History

Wedbush Securities’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
-7,626
Closed -$245K – 966
2019
Q4 		$245K Sell
7,626
-2,675
-26% -$85.7K 0.02% 759
2019
Q3 		$316K Sell
10,301
-904
-8% -$25.2K 0.03% 615
2019
Q2 		$294K Sell
11,205
-522
-4% -$13.7K 0.03% 637
2019
Q1 		$324K Buy
+11,727
New +$355K 0.03% 569

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wedbush Securities's OPI Position: Q1 2020 in Review

Wedbush Securities sold out of Office Properties Income Trust (OPI) in Q1 2020, closing a stake of 7,626 shares — an estimated $245K sold.

Wedbush Securities first reported a position in OPI in Q1 2019 and held it in 4 quarters. The position peaked at $324K in Q1 2019. 216 funds tracked by Wall St. Rank hold OPI as of Q1 2020.

  • Wedbush Securities reported no remaining Office Properties Income Trust position as of Q1 2020 after selling out during the quarter.
  • Wedbush Securities sold 7,626 Office Properties Income Trust shares in Q1 2020, an estimated $245K.
  • Wedbush Securities first reported a position in Office Properties Income Trust in Q1 2019 and held it in 4 quarters.
  • Wedbush Securities's Office Properties Income Trust position peaked at $324K in Q1 2019.
  • 216 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2020.

Based on Wedbush Securities's 13F filing for Q1 2020, filed 17 Apr 2020.