CIA
OGCP

Choate Investment Advisors’s Empire State Realty Series 60 OGCP Stock Holding History

Choate Investment Advisors’s Portfolio OGCP Stock Details OGCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-21,473
Closed -$172K – 437
2023
Q3 		$172K Buy
+21,473
New +$178K 0.01% 360

Other funds holding OGCP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
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
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

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

Choate Investment Advisors sold out of Empire State Realty Series 60 (OGCP) in Q4 2023, closing a stake of 21,473 shares — an estimated $172K sold.

Choate Investment Advisors first reported a position in OGCP in Q3 2023 and held it in 1 quarter. The position peaked at $172K in Q3 2023. 18 funds tracked by Wall St. Rank hold OGCP as of Q4 2023.

  • Choate Investment Advisors reported no remaining Empire State Realty Series 60 position as of Q4 2023 after selling out during the quarter.
  • Choate Investment Advisors sold 21,473 Empire State Realty Series 60 shares in Q4 2023, an estimated $172K.
  • Choate Investment Advisors first reported a position in Empire State Realty Series 60 in Q3 2023 and held it in 1 quarter.
  • Choate Investment Advisors's Empire State Realty Series 60 position peaked at $172K in Q3 2023.
  • 18 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q4 2023.

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