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Empire State Realty Series ES
ESBA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
North Star Investment Management
1
North Star Investment Management
Illinois
USD 1.62 M – – –
MJP
2
Michael J. Puzo
USD 1.34 M -USD 67.3 k -4,000 -5%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
USD 1.16 M -USD 8.41 k -500 -0.7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
USD 997 k +USD 4.71 k +280 +0.5%
MRCM
5
M&R Capital Management
New Jersey
USD 820 k – – –
State Street
6
State Street
Massachusetts
USD 775 k -USD 9.7 k -577 -1%
Woodmont Investment Counsel
7
Woodmont Investment Counsel
Tennessee
USD 618 k – – –
Advisor Group
8
Advisor Group
Arizona
USD 550 k -USD 96.7 k -5,750 -15%
Tortoise Investment Management
9
Tortoise Investment Management
New York
USD 478 k – – –
Morgan Stanley
10
Morgan Stanley
New York
USD 463 k +USD 160 k +9,519 +54%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
USD 454 k -USD 91.2 k -5,425 -17%
TIAA FSB
12
TIAA FSB
Florida
USD 444 k – – –
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
USD 398 k -USD 4.2 k -250 -1%
CT
14
Chicago Trust
Illinois
USD 391 k – – –
Wells Fargo
15
Wells Fargo
California
USD 354 k -USD 25.2 k -1,500 -7%
LPL Financial
16
LPL Financial
California
USD 351 k -USD 54.3 k -3,226 -14%
J.L. Bainbridge & Co
17
J.L. Bainbridge & Co
Florida
USD 294 k +USD 289 k +17,206 Nuevas
Bank of America
18
Bank of America
North Carolina
USD 270 k – – –
Creative Planning
19
Creative Planning
Kansas
USD 268 k – – –
APA
20
American Portfolios Advisors
New York
USD 236 k – – –
Cowen Prime Advisors
21
Cowen Prime Advisors
New York
USD 221 k – – –
Cobiz Wealth
22
Cobiz Wealth
Colorado
USD 221 k +USD 217 k +12,909 Nuevas
Fusion Family Wealth
23
Fusion Family Wealth
New York
USD 149 k – – –
Ropes Wealth Advisors
24
Ropes Wealth Advisors
Massachusetts
USD 147 k – – –
YorkBridge Wealth Partners
25
YorkBridge Wealth Partners
New York
USD 147 k – – –
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