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Empire State Realty Series ES
ESBA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 2.24 M -USD 26.4 k -1,286 -1%
North Star Investment Management
2
North Star Investment Management
Illinois
USD 1.96 M – – –
MJP
3
Michael J. Puzo
USD 1.79 M -USD 61.5 k -3,000 -3%
MRCM
4
M&R Capital Management
New Jersey
USD 1.05 M – – –
State Street
5
State Street
Massachusetts
USD 986 k +USD 974 k +47,500 Nuevas
UBS Group
6
UBS Group
Switzerland
USD 897 k +USD 473 k +23,055 +114%
JP Morgan Private Wealth Advisors
7
JP Morgan Private Wealth Advisors
California
USD 891 k +USD 880 k +42,931 Nuevas
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
USD 871 k +USD 656 +32 +0.1%
Advisor Group
9
Advisor Group
Arizona
USD 860 k – – –
Woodmont Investment Counsel
10
Woodmont Investment Counsel
Tennessee
USD 732 k – – –
Morgan Stanley
11
Morgan Stanley
New York
USD 726 k -USD 47.5 k -2,318 -6%
TIAA CREF Trust
12
TIAA CREF Trust
Missouri
USD 539 k +USD 176 k +8,603 +49%
CT
13
Chicago Trust
Illinois
USD 527 k -USD 8.32 k -406 -2%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
USD 516 k -USD 26.8 k -1,309 -5%
LPL Financial
15
LPL Financial
California
USD 491 k +USD 487 k +23,774 Nuevas
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
USD 416 k -USD 102 k -4,975 -20%
Wells Fargo
17
Wells Fargo
California
USD 404 k -USD 34.9 k -1,700 -8%
BLB&B Advisors
18
BLB&B Advisors
Pennsylvania
USD 387 k – – –
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
USD 378 k -USD 423 k -20,625 -53%
American Asset Management
20
American Asset Management
Florida
USD 357 k – – –
Fusion Family Wealth
21
Fusion Family Wealth
New York
USD 357 k – – –
Creative Planning
22
Creative Planning
Kansas
USD 326 k – – –
Cowen Prime Advisors
23
Cowen Prime Advisors
New York
USD 268 k – – –
Edge Wealth Management
24
Edge Wealth Management
New York
USD 263 k – – –
Palisade Capital Management
25
Palisade Capital Management
New Jersey
USD 249 k -USD 20.5 k -1,000 -8%
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