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James Investment Research’s Empire State Realty Trust ESRT Stock Holding History

James Investment Research’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
2016
Q4 		– Sell
-27
Closed -$1K – 565
2016
Q3 		$1K Hold
27
– – ﹤0.01% 546
2016
Q2 		$1K Buy
+27
New +$507 ﹤0.01% 511

Other funds holding ESRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

James Investment Research's ESRT Position: Q4 2016 in Review

James Investment Research sold out of Empire State Realty Trust (ESRT) in Q4 2016, closing a stake of 27 shares — an estimated $1K sold.

James Investment Research first reported a position in ESRT in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 178 funds tracked by Wall St. Rank hold ESRT as of Q4 2016.

  • James Investment Research reported no remaining Empire State Realty Trust position as of Q4 2016 after selling out during the quarter.
  • James Investment Research sold 27 Empire State Realty Trust shares in Q4 2016, an estimated $1K.
  • James Investment Research first reported a position in Empire State Realty Trust in Q2 2016 and held it in 2 quarters.
  • James Investment Research's Empire State Realty Trust position peaked at $1K in Q3 2016.
  • 178 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q4 2016.

Based on James Investment Research's 13F filing for Q4 2016, filed 19 Jan 2017.