AG
FISK

Advisor Group’s Empire State Realty OP LP Series 250 FISK Stock Holding History

Advisor Group’s Portfolio FISK Stock Details FISK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$58K Hold
4,200
– – ﹤0.01% 3323
2019
Q3 		$59K Sell
4,200
-3,961
-49% -$55.4K ﹤0.01% 3259
2019
Q2 		$120K Sell
8,161
-2,600
-24% -$39.9K ﹤0.01% 2720
2019
Q1 		$169K Hold
10,761
– – ﹤0.01% 2418
2018
Q4 		$151K Sell
10,761
-1,269
-11% -$19.6K ﹤0.01% 2304
2018
Q3 		$196K Hold
12,030
– – ﹤0.01% 2175
2018
Q2 		$205K Hold
12,030
– – ﹤0.01% 1953
2018
Q1 		$200K Sell
12,030
-548
-4% -$9.87K ﹤0.01% 1976
2017
Q4 		$256K Hold
12,578
– – ﹤0.01% 1799
2017
Q3 		$256K Hold
12,578
– – ﹤0.01% 1652
2017
Q2 		$260K Hold
12,578
– – ﹤0.01% 1591
2017
Q1 		$258K Hold
12,578
– – 0.01% 1475
2016
Q4 		$251K Hold
12,578
– – 0.01% 1402
2016
Q3 		$265K Buy
12,578
+7,109
+130% +$148K 0.01% 1348
2016
Q2 		$102K Buy
+5,469
New +$101K ﹤0.01% 1918

Other funds holding FISK

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group's FISK Position: Q4 2019 in Review

Advisor Group held its Empire State Realty OP LP Series 250 (FISK) position steady in Q4 2019 at 4,200 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #3323.

Advisor Group first reported a position in FISK in Q2 2016 and has held it in 15 quarters since. The position peaked at $265K in Q3 2016. 8 funds tracked by Wall St. Rank hold FISK as of Q4 2019.

  • Advisor Group held 4,200 shares of Empire State Realty OP LP Series 250 worth $58K as of Q4 2019.
  • Advisor Group left its Empire State Realty OP LP Series 250 share count unchanged in Q4 2019.
  • Empire State Realty OP LP Series 250 made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3323 holding.
  • Advisor Group first reported a position in Empire State Realty OP LP Series 250 in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Empire State Realty OP LP Series 250 position peaked at $265K in Q3 2016.
  • 8 funds tracked by Wall St. Rank held Empire State Realty OP LP Series 250 as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.