EWM
CET

Empirical Wealth Management’s Central Securities Corp CET Stock Holding History

Empirical Wealth Management’s Portfolio CET Stock Details CET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-7,522
Closed -$236K – 332
2019
Q3 		$236K Sell
7,522
-2,158
-22% -$66.5K 0.03% 260
2019
Q2 		$295K Sell
9,680
-2,636
-21% -$78K 0.04% 207
2019
Q1 		$353K Buy
+12,316
New +$334K 0.05% 171

Other funds holding CET

TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Empirical Wealth Management's CET Position: Q4 2019 in Review

Empirical Wealth Management sold out of Central Securities Corp (CET) in Q4 2019, closing a stake of 7,522 shares — an estimated $236K sold.

Empirical Wealth Management first reported a position in CET in Q1 2019 and held it in 3 quarters. The position peaked at $353K in Q1 2019. 50 funds tracked by Wall St. Rank hold CET as of Q4 2019.

  • Empirical Wealth Management reported no remaining Central Securities Corp position as of Q4 2019 after selling out during the quarter.
  • Empirical Wealth Management sold 7,522 Central Securities Corp shares in Q4 2019, an estimated $236K.
  • Empirical Wealth Management first reported a position in Central Securities Corp in Q1 2019 and held it in 3 quarters.
  • Empirical Wealth Management's Central Securities Corp position peaked at $353K in Q1 2019.
  • 50 funds tracked by Wall St. Rank held Central Securities Corp as of Q4 2019.

Based on Empirical Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.