Geller Advisors
ESBA icon

Geller Advisors’s Empire State Realty Series ES ESBA Stock Holding History

Geller Advisors’s Portfolio ESBA Stock Details ESBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-21,507
Closed -$259K – 161
2021
Q2 		$259K Buy
+21,507
New +$252K 0.06% 107

Other funds holding ESBA

North Star Investment Management
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.12B AUM 32.66% 1-Year Est. Return
TIAA FSB
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MJP
Michael J. Puzo $388M AUM 40.74% 1-Year Est. Return
D. Scott Neal
D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

Geller Advisors's ESBA Position: Q3 2021 in Review

Geller Advisors sold out of Empire State Realty Series ES (ESBA) in Q3 2021, closing a stake of 21,507 shares — an estimated $259K sold.

Geller Advisors first reported a position in ESBA in Q2 2021 and held it in 1 quarter. The position peaked at $259K in Q2 2021. 33 funds tracked by Wall St. Rank hold ESBA as of Q3 2021.

  • Geller Advisors reported no remaining Empire State Realty Series ES position as of Q3 2021 after selling out during the quarter.
  • Geller Advisors sold 21,507 Empire State Realty Series ES shares in Q3 2021, an estimated $259K.
  • Geller Advisors first reported a position in Empire State Realty Series ES in Q2 2021 and held it in 1 quarter.
  • Geller Advisors's Empire State Realty Series ES position peaked at $259K in Q2 2021.
  • 33 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q3 2021.

Based on Geller Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.