Ferris Capital
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Ferris Capital’s Empire State Realty Series 60 OGCP Stock Holding History

Ferris Capital’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
2017
Q3 		– Sell
-6,474
Closed -$134K – 449
2017
Q2 		$134K Buy
+6,474
New +$136K 0.06% 180

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Commonwealth Equity Services
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YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
Baird Financial Group
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TIAA FSB
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Montag & Associates
Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Avalon Capital Management
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Ferris Capital's OGCP Position: Q3 2017 in Review

Ferris Capital sold out of Empire State Realty Series 60 (OGCP) in Q3 2017, closing a stake of 6,474 shares — an estimated $134K sold.

Ferris Capital first reported a position in OGCP in Q2 2017 and held it in 1 quarter. The position peaked at $134K in Q2 2017. 15 funds tracked by Wall St. Rank hold OGCP as of Q3 2017.

  • Ferris Capital reported no remaining Empire State Realty Series 60 position as of Q3 2017 after selling out during the quarter.
  • Ferris Capital sold 6,474 Empire State Realty Series 60 shares in Q3 2017, an estimated $134K.
  • Ferris Capital first reported a position in Empire State Realty Series 60 in Q2 2017 and held it in 1 quarter.
  • Ferris Capital's Empire State Realty Series 60 position peaked at $134K in Q2 2017.
  • 15 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q3 2017.

Based on Ferris Capital's 13F filing for Q3 2017, filed 14 Nov 2017.