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icono de OGCP

Empire State Realty Series 60
OGCP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Oppenheimer & Co
1
Oppenheimer & Co
New York
USD 1 M – – –
Cribstone Capital Management
2
Cribstone Capital Management
Maine
USD 990 k – – –
Ropes Wealth Advisors
3
Ropes Wealth Advisors
Massachusetts
USD 804 k – – –
UBS Group
4
UBS Group
Switzerland
USD 561 k +USD 80.8 k +4,348 +17%
Old Mission Capital
5
Old Mission Capital
Illinois
USD 518 k +USD 136 k +7,306 +36%
Bank of America
6
Bank of America
North Carolina
USD 424 k – – –
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
USD 402 k – – –
Edge Wealth Management
8
Edge Wealth Management
New York
USD 402 k – – –
YHB Investment Advisors
9
YHB Investment Advisors
Connecticut
USD 402 k – – –
ACM
10
Argentus Capital Management
Texas
USD 352 k -USD 24.9 k -1,338 -7%
Baird Financial Group
11
Baird Financial Group
Wisconsin
USD 351 k – – –
Morgan Stanley
12
Morgan Stanley
New York
USD 334 k – – –
TIAA CREF Trust
13
TIAA CREF Trust
Missouri
USD 244 k – – –
Avalon Capital Management
14
Avalon Capital Management
California
USD 206 k – – –
North Star Investment Management
15
North Star Investment Management
Illinois
USD 201 k -USD 199 k -10,737 -50%
Montag & Associates
16
Montag & Associates
Georgia
USD 201 k – – –
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
USD 173 k – – –
Wells Fargo
18
Wells Fargo
California
USD 75 k -USD 19.5 k -1,048 -21%
JP Morgan Chase
19
JP Morgan Chase
New York
USD 67 k – – –
Creative Planning
20
Creative Planning
Kansas
USD 11 k +USD 11.1 k +600 Nuevas
BCM
21
Bluefin Capital Management
New York
– -USD 320 k -18,301 Cerradas
Johnson Investment Counsel
22
Johnson Investment Counsel
Ohio
– -USD 199 k -11,437 Cerradas