Ameriprise
ESBA icon

Ameriprise’s Empire State Realty Series ES ESBA Stock Holding History

Ameriprise’s Portfolio ESBA Stock Details ESBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-18,603
Closed -$136K – 3743
2020
Q2 		$136K Buy
18,603
+8,603
+86% +$66.1K ﹤0.01% 3552
2020
Q1 		$89K Buy
+10,000
New +$122K ﹤0.01% 3546

Other funds holding ESBA

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MJP
Michael J. Puzo $343M AUM 18.42% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise's ESBA Position: Q3 2020 in Review

Ameriprise sold out of Empire State Realty Series ES (ESBA) in Q3 2020, closing a stake of 18,603 shares — an estimated $136K sold.

Ameriprise first reported a position in ESBA in Q1 2020 and held it in 2 quarters. The position peaked at $136K in Q2 2020. 33 funds tracked by Wall St. Rank hold ESBA as of Q3 2020.

  • Ameriprise reported no remaining Empire State Realty Series ES position as of Q3 2020 after selling out during the quarter.
  • Ameriprise sold 18,603 Empire State Realty Series ES shares in Q3 2020, an estimated $136K.
  • Ameriprise first reported a position in Empire State Realty Series ES in Q1 2020 and held it in 2 quarters.
  • Ameriprise's Empire State Realty Series ES position peaked at $136K in Q2 2020.
  • 33 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q3 2020.

Based on Ameriprise's 13F filing for Q3 2020, filed 16 Nov 2020.