CW
OGCP

Cobiz Wealth’s Empire State Realty Series 60 OGCP Stock Holding History

Cobiz Wealth’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
2018
Q3 		– Sell
-25,948
Closed -$443K – 136
2018
Q2 		$443K Buy
+25,948
New +$437K 0.09% 94

Other funds holding OGCP

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RWA
Ropes Wealth Advisors Boston, Massachusetts $515M AUM 21.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Cobiz Wealth's OGCP Position: Q3 2018 in Review

Cobiz Wealth sold out of Empire State Realty Series 60 (OGCP) in Q3 2018, closing a stake of 25,948 shares — an estimated $443K sold.

Cobiz Wealth first reported a position in OGCP in Q2 2018 and held it in 1 quarter. The position peaked at $443K in Q2 2018. 12 funds tracked by Wall St. Rank hold OGCP as of Q3 2018.

  • Cobiz Wealth reported no remaining Empire State Realty Series 60 position as of Q3 2018 after selling out during the quarter.
  • Cobiz Wealth sold 25,948 Empire State Realty Series 60 shares in Q3 2018, an estimated $443K.
  • Cobiz Wealth first reported a position in Empire State Realty Series 60 in Q2 2018 and held it in 1 quarter.
  • Cobiz Wealth's Empire State Realty Series 60 position peaked at $443K in Q2 2018.
  • 12 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q3 2018.

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