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

Geneva 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
2017
Q2 		$337K Buy
+16,249
New +$340K 0.01% 586

Other funds holding ESBA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
MJP
Michael J. Puzo $343M AUM 18.42% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return

Geneva Advisors's ESBA Position: Q2 2017 in Review

Geneva Advisors opened a new position in Empire State Realty Series ES (ESBA) in Q2 2017: 16,249 shares worth $337K. The stake represents 0.01% of the portfolio and ranks #586 among its holdings.

29 funds tracked by Wall St. Rank hold ESBA as of Q2 2017.

  • Geneva Advisors held 16,249 shares of Empire State Realty Series ES worth $337K as of Q2 2017.
  • Empire State Realty Series ES was a new Geneva Advisors position in Q2 2017.
  • Empire State Realty Series ES made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #586 holding.
  • 29 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.