MSA
OGCP

Marino Stram & Associates’s Empire State Realty Series 60 OGCP Stock Holding History

Marino Stram & Associates’s Portfolio OGCP Stock Details OGCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-32,211
Closed -$337K – 244
2021
Q2 		$337K Buy
+32,211
New +$374K 0.09% 184

Other funds holding OGCP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
YWP
YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RWA
Ropes Wealth Advisors Boston, Massachusetts $515M AUM 21.76% 1-Year Est. Return
RWP
Ridgecrest Wealth Partners Mill Valley, California $181M AUM 25.4% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return

Marino Stram & Associates's OGCP Position: Q3 2021 in Review

Marino Stram & Associates sold out of Empire State Realty Series 60 (OGCP) in Q3 2021, closing a stake of 32,211 shares — an estimated $337K sold.

Marino Stram & Associates first reported a position in OGCP in Q2 2021 and held it in 1 quarter. The position peaked at $337K in Q2 2021. 15 funds tracked by Wall St. Rank hold OGCP as of Q3 2021.

  • Marino Stram & Associates reported no remaining Empire State Realty Series 60 position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 32,211 Empire State Realty Series 60 shares in Q3 2021, an estimated $337K.
  • Marino Stram & Associates first reported a position in Empire State Realty Series 60 in Q2 2021 and held it in 1 quarter.
  • Marino Stram & Associates's Empire State Realty Series 60 position peaked at $337K in Q2 2021.
  • 15 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.