EWM
FISK

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

Edge Wealth Management’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
2017
Q3 		– Sell
-5,469
Closed -$114K – 543
2017
Q2 		$114K Hold
5,469
– – 0.04% 162
2017
Q1 		$112K Hold
5,469
– – 0.04% 158
2016
Q4 		$109K Hold
5,469
– – 0.04% 147
2016
Q3 		$118K Hold
5,469
– – 0.05% 130
2016
Q2 		$102K Hold
5,469
– – 0.04% 140
2016
Q1 		$95K Hold
5,469
– – 0.04% 140
2015
Q4 		$98K Hold
5,469
– – 0.04% 145
2015
Q3 		$92K Hold
5,469
– – 0.03% 139
2015
Q2 		$92K Hold
5,469
– – 0.03% 147
2015
Q1 		$103K Hold
5,469
– – 0.03% 133
2014
Q4 		$97K Buy
5,469
+2,214
+68% +$35.6K 0.04% 145
2014
Q3 		$48K Hold
3,255
– – 0.02% 194
2014
Q2 		$52K Buy
+3,255
New +$48.3K 0.02% 178

Other funds holding FISK

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Edge Wealth Management's FISK Position: Q3 2017 in Review

Edge Wealth Management sold out of Empire State Realty OP LP Series 250 (FISK) in Q3 2017, closing a stake of 5,469 shares — an estimated $114K sold.

Edge Wealth Management first reported a position in FISK in Q2 2014 and held it in 13 quarters. The position peaked at $118K in Q3 2016. 6 funds tracked by Wall St. Rank hold FISK as of Q3 2017.

  • Edge Wealth Management reported no remaining Empire State Realty OP LP Series 250 position as of Q3 2017 after selling out during the quarter.
  • Edge Wealth Management sold 5,469 Empire State Realty OP LP Series 250 shares in Q3 2017, an estimated $114K.
  • Edge Wealth Management first reported a position in Empire State Realty OP LP Series 250 in Q2 2014 and held it in 13 quarters.
  • Edge Wealth Management's Empire State Realty OP LP Series 250 position peaked at $118K in Q3 2016.
  • 6 funds tracked by Wall St. Rank held Empire State Realty OP LP Series 250 as of Q3 2017.

Based on Edge Wealth Management's 13F filing for Q3 2017, filed 19 Oct 2017.