Global Wealth Management Investment Advisory’s Empire State Realty Trust ESRT Stock Holding History

Global Wealth Management Investment Advisory’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 Q3	–	Sell	-3,452	Closed	-$24K	–	493
2020 Q2	$24K	Hold	3,452	–	–	0.01%	260
2020 Q1	$31K	Hold	3,452	–	–	0.02%	208
2019 Q4	$48K	Hold	3,452	–	–	0.02%	183
2019 Q3	$49K	Hold	3,452	–	–	0.02%	166
2019 Q2	$51K	Hold	3,452	–	–	0.02%	170
2019 Q1	$55K	Hold	3,452	–	–	0.03%	197
2018 Q4	$49K	Buy	+3,452	New	+$54K	0.03%	217

Other funds holding ESRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Global Wealth Management Investment Advisory's ESRT Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Empire State Realty Trust (ESRT) in Q3 2020, closing a stake of 3,452 shares — an estimated $24K sold.

Global Wealth Management Investment Advisory first reported a position in ESRT in Q4 2018 and held it in 7 quarters. The position peaked at $55K in Q1 2019. 190 funds tracked by Wall St. Rank hold ESRT as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining Empire State Realty Trust position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 3,452 Empire State Realty Trust shares in Q3 2020, an estimated $24K.
Global Wealth Management Investment Advisory first reported a position in Empire State Realty Trust in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Empire State Realty Trust position peaked at $55K in Q1 2019.
190 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.