JP Morgan Private Wealth Advisors’s Empire State Realty Series ES ESBA Stock Holding History

JP Morgan Private Wealth 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
2019 Q1	–	Sell	-42,295	Closed	-$599K	–	1481
2018 Q4	$599K	Sell	42,295 -8,603	-17%	-$134K	﹤0.01%	902
2018 Q3	$849K	Buy	+50,898	New	+$867K	﹤0.01%	879
2018 Q1	–	Sell	-60,898	Closed	-$1.26M	–	1319
2017 Q4	$1.26M	Hold	60,898	–	–	0.01%	599
2017 Q3	$1.25M	Buy	60,898 +17,967	+42%	+$367K	0.01%	579
2017 Q2	$892K	Hold	42,931	–	–	0.01%	653
2017 Q1	$891K	Buy	+42,931	New	+$880K	0.01%	664
2014 Q4	–	Sell	-28,476	Closed	-$420K	–	1102
2014 Q3	$420K	Buy	+28,476	New	+$451K	0.01%	749

Other funds holding ESBA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MRCM

M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ESBA Position: Q1 2019 in Review

JP Morgan Private Wealth Advisors sold out of Empire State Realty Series ES (ESBA) in Q1 2019, closing a stake of 42,295 shares — an estimated $599K sold.

JP Morgan Private Wealth Advisors first reported a position in ESBA in Q3 2014 and held it in 7 quarters. The position peaked at $1.26M in Q4 2017. 32 funds tracked by Wall St. Rank hold ESBA as of Q1 2019.

JP Morgan Private Wealth Advisors reported no remaining Empire State Realty Series ES position as of Q1 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 42,295 Empire State Realty Series ES shares in Q1 2019, an estimated $599K.
JP Morgan Private Wealth Advisors first reported a position in Empire State Realty Series ES in Q3 2014 and held it in 7 quarters.
JP Morgan Private Wealth Advisors's Empire State Realty Series ES position peaked at $1.26M in Q4 2017.
32 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q1 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2019, filed 30 Apr 2019.