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Choate Investment Advisors’s Empire State Realty Series ES ESBA Stock Holding History

Choate Investment Advisors’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
2023
Q4 		– Sell
-4,301
Closed -$34.4K – 395
2023
Q3 		$34.4K Buy
+4,301
New +$35.2K ﹤0.01% 410

Other funds holding ESBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Choate Investment Advisors's ESBA Position: Q4 2023 in Review

Choate Investment Advisors sold out of Empire State Realty Series ES (ESBA) in Q4 2023, closing a stake of 4,301 shares — an estimated $34.4K sold.

Choate Investment Advisors first reported a position in ESBA in Q3 2023 and held it in 1 quarter. The position peaked at $34.4K in Q3 2023. 32 funds tracked by Wall St. Rank hold ESBA as of Q4 2023.

  • Choate Investment Advisors reported no remaining Empire State Realty Series ES position as of Q4 2023 after selling out during the quarter.
  • Choate Investment Advisors sold 4,301 Empire State Realty Series ES shares in Q4 2023, an estimated $34.4K.
  • Choate Investment Advisors first reported a position in Empire State Realty Series ES in Q3 2023 and held it in 1 quarter.
  • Choate Investment Advisors's Empire State Realty Series ES position peaked at $34.4K in Q3 2023.
  • 32 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q4 2023.

Based on Choate Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.