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Fortem Financial Group’s Empire State Realty Trust ESRT Stock Holding History

Fortem Financial Group’s Portfolio ESRT Stock Details ESRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-15,133
Closed -$136K – 139
2020
Q1 		$136K Buy
15,133
+1,336
+10% +$16.3K 0.12% 104
2019
Q4 		$193K Buy
+13,797
New +$194K 0.14% 110

Other funds holding ESRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fortem Financial Group's ESRT Position: Q2 2020 in Review

Fortem Financial Group sold out of Empire State Realty Trust (ESRT) in Q2 2020, closing a stake of 15,133 shares — an estimated $136K sold.

Fortem Financial Group first reported a position in ESRT in Q4 2019 and held it in 2 quarters. The position peaked at $193K in Q4 2019. 195 funds tracked by Wall St. Rank hold ESRT as of Q2 2020.

  • Fortem Financial Group reported no remaining Empire State Realty Trust position as of Q2 2020 after selling out during the quarter.
  • Fortem Financial Group sold 15,133 Empire State Realty Trust shares in Q2 2020, an estimated $136K.
  • Fortem Financial Group first reported a position in Empire State Realty Trust in Q4 2019 and held it in 2 quarters.
  • Fortem Financial Group's Empire State Realty Trust position peaked at $193K in Q4 2019.
  • 195 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2020.

Based on Fortem Financial Group's 13F filing for Q2 2020, filed 14 Jul 2020.