CW
FISK

Cobiz Wealth’s Empire State Realty OP LP Series 250 FISK Stock Holding History

Cobiz Wealth’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
2018
Q3 		– Sell
-21,874
Closed -$373K – 134
2018
Q2 		$373K Buy
+21,874
New +$368K 0.08% 99

Other funds holding FISK

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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

Cobiz Wealth's FISK Position: Q3 2018 in Review

Cobiz Wealth sold out of Empire State Realty OP LP Series 250 (FISK) in Q3 2018, closing a stake of 21,874 shares — an estimated $373K sold.

Cobiz Wealth first reported a position in FISK in Q2 2018 and held it in 1 quarter. The position peaked at $373K in Q2 2018. 7 funds tracked by Wall St. Rank hold FISK as of Q3 2018.

  • Cobiz Wealth reported no remaining Empire State Realty OP LP Series 250 position as of Q3 2018 after selling out during the quarter.
  • Cobiz Wealth sold 21,874 Empire State Realty OP LP Series 250 shares in Q3 2018, an estimated $373K.
  • Cobiz Wealth first reported a position in Empire State Realty OP LP Series 250 in Q2 2018 and held it in 1 quarter.
  • Cobiz Wealth's Empire State Realty OP LP Series 250 position peaked at $373K in Q2 2018.
  • 7 funds tracked by Wall St. Rank held Empire State Realty OP LP Series 250 as of Q3 2018.

Based on Cobiz Wealth's 13F filing for Q3 2018, filed 9 Oct 2018.