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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 2.2 M -USD 41.9 k -2,000 -2%
North Star Investment Management
2
North Star Investment Management
Illinois
USD 1.96 M – – –
MJP
3
Michael J. Puzo
USD 1.76 M -USD 31.4 k -1,500 -2%
MRCM
4
M&R Capital Management
New Jersey
USD 1.02 M – – –
State Street
5
State Street
Massachusetts
USD 993 k +USD 6.33 k +302 +0.6%
JP Morgan Private Wealth Advisors
6
JP Morgan Private Wealth Advisors
California
USD 892 k – – –
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
USD 872 k +USD 670 +32 +0.1%
Advisor Group
8
Advisor Group
Arizona
USD 860 k – – –
UBS Group
9
UBS Group
Switzerland
USD 788 k -USD 110 k -5,234 -12%
Woodmont Investment Counsel
10
Woodmont Investment Counsel
Tennessee
USD 751 k -USD 9.8 k -470 -1%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
USD 711 k +USD 335 k +16,001 +88%
Wells Fargo
12
Wells Fargo
California
USD 660 k +USD 258 k +12,300 +63%
Morgan Stanley
13
Morgan Stanley
New York
USD 571 k -USD 157 k -7,500 -21%
TIAA FSB
14
TIAA FSB
Florida
USD 540 k +USD 544 k +25,986 Nuevas
CT
15
Chicago Trust
Illinois
USD 528 k – – –
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
USD 516 k – – –
Tortoise Investment Management
17
Tortoise Investment Management
New York
USD 497 k +USD 456 k +21,789 +1,013%
LPL Financial
18
LPL Financial
California
USD 494 k – – –
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
USD 376 k -USD 39.8 k -1,900 -9%
American Asset Management
20
American Asset Management
Florida
USD 357 k – – –
Fusion Family Wealth
21
Fusion Family Wealth
New York
USD 357 k – – –
Geneva Advisors
22
Geneva Advisors
Illinois
USD 337 k +USD 340 k +16,249 Nuevas
Creative Planning
23
Creative Planning
Kansas
USD 326 k – – –
Edge Wealth Management
24
Edge Wealth Management
New York
USD 272 k – – –
Cowen Prime Advisors
25
Cowen Prime Advisors
New York
USD 268 k – – –
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