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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 2.1 M -USD 61.2 k -3,000 -3%
North Star Investment Management
2
North Star Investment Management
Illinois
USD 1.94 M – – –
MJP
3
Michael J. Puzo
USD 1.73 M – – –
JP Morgan Private Wealth Advisors
4
JP Morgan Private Wealth Advisors
California
USD 1.25 M +USD 367 k +17,967 +42%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
USD 1.19 M +USD 326 k +15,982 +38%
MRCM
6
M&R Capital Management
New Jersey
USD 1.03 M – – –
State Street
7
State Street
Massachusetts
USD 964 k -USD 13.9 k -683 -1%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
USD 947 k +USD 245 k +12,015 +35%
Advisor Group
9
Advisor Group
Arizona
USD 847 k – – –
Morgan Stanley
10
Morgan Stanley
New York
USD 811 k +USD 249 k +12,177 +44%
Woodmont Investment Counsel
11
Woodmont Investment Counsel
Tennessee
USD 740 k – – –
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
USD 619 k +USD 617 k +30,249 Nuevas
UBS Group
13
UBS Group
Switzerland
USD 618 k -USD 158 k -7,760 -20%
TIAA FSB
14
TIAA FSB
Florida
USD 532 k – – –
CT
15
Chicago Trust
Illinois
USD 520 k – – –
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
USD 509 k – – –
Tortoise Investment Management
17
Tortoise Investment Management
New York
USD 490 k – – –
LPL Financial
18
LPL Financial
California
USD 486 k – – –
Wells Fargo
19
Wells Fargo
California
USD 413 k -USD 236 k -11,570 -36%
American Asset Management
20
American Asset Management
Florida
USD 352 k – – –
Creative Planning
21
Creative Planning
Kansas
USD 321 k – – –
Cowen Prime Advisors
22
Cowen Prime Advisors
New York
USD 264 k – – –
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
USD 264 k +USD 263 k +12,904 Nuevas
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
USD 263 k -USD 107 k -5,250 -29%
Palisade Capital Management
25
Palisade Capital Management
New Jersey
USD 205 k – – –
1
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