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Kurt F. Somerville’s Empire State Realty Series ES ESBA Stock Holding History

Kurt F. Somerville’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
Q1 		– Sell
-10,000
Closed -$200K – 108
2016
Q4 		$200K Sell
10,000
-1,000
-9% -$19.8K 0.04% 107
2016
Q3 		$229K Hold
11,000
– – 0.05% 100
2016
Q2 		$208K Buy
+11,000
New +$206K 0.05% 106

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return

Kurt F. Somerville's ESBA Position: Q1 2017 in Review

Kurt F. Somerville sold out of Empire State Realty Series ES (ESBA) in Q1 2017, closing a stake of 10,000 shares — an estimated $200K sold.

Kurt F. Somerville first reported a position in ESBA in Q2 2016 and held it in 3 quarters. The position peaked at $229K in Q3 2016. 29 funds tracked by Wall St. Rank hold ESBA as of Q1 2017.

  • Kurt F. Somerville reported no remaining Empire State Realty Series ES position as of Q1 2017 after selling out during the quarter.
  • Kurt F. Somerville sold 10,000 Empire State Realty Series ES shares in Q1 2017, an estimated $200K.
  • Kurt F. Somerville first reported a position in Empire State Realty Series ES in Q2 2016 and held it in 3 quarters.
  • Kurt F. Somerville's Empire State Realty Series ES position peaked at $229K in Q3 2016.
  • 29 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q1 2017.

Based on Kurt F. Somerville's 13F filing for Q1 2017, filed 15 May 2017.