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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

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MJP
Michael J. Puzo $343M AUM 18.42% 1-Year Est. Return
DSN
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.