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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 2.13 M – – –
North Star Investment Management
2
North Star Investment Management
Illinois
USD 1.96 M – – –
MJP
3
Michael J. Puzo
USD 1.79 M +USD 40.8 k +2,000 +2%
JP Morgan Private Wealth Advisors
4
JP Morgan Private Wealth Advisors
California
USD 1.26 M – – –
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
USD 1.2 M +USD 2.36 k +116 +0.2%
State Street
6
State Street
Massachusetts
USD 1.15 M +USD 174 k +8,528 +18%
MRCM
7
M&R Capital Management
New Jersey
USD 1.05 M – – –
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
USD 1.04 M +USD 76.3 k +3,745 +8%
Advisor Group
9
Advisor Group
Arizona
USD 856 k – – –
Woodmont Investment Counsel
10
Woodmont Investment Counsel
Tennessee
USD 748 k – – –
Tortoise Investment Management
11
Tortoise Investment Management
New York
USD 629 k +USD 131 k +6,452 +27%
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
USD 626 k – – –
Morgan Stanley
13
Morgan Stanley
New York
USD 598 k -USD 219 k -10,755 -27%
UBS Group
14
UBS Group
Switzerland
USD 544 k -USD 79.4 k -3,895 -13%
TIAA FSB
15
TIAA FSB
Florida
USD 537 k – – –
LPL Financial
16
LPL Financial
California
USD 492 k – – –
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
USD 487 k -USD 26.7 k -1,308 -5%
CT
18
Chicago Trust
Illinois
USD 474 k -USD 50.9 k -2,500 -10%
Wells Fargo
19
Wells Fargo
California
USD 465 k +USD 46.2 k +2,267 +11%
American Asset Management
20
American Asset Management
Florida
USD 356 k – – –
APA
21
American Portfolios Advisors
New York
USD 347 k +USD 342 k +16,780 Nuevas
Creative Planning
22
Creative Planning
Kansas
USD 325 k – – –
Cowen Prime Advisors
23
Cowen Prime Advisors
New York
USD 267 k – – –
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
USD 244 k -USD 21.7 k -1,065 -8%
Fusion Family Wealth
25
Fusion Family Wealth
New York
USD 181 k +USD 178 k +8,745 Nuevas
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