RC
OGCP

RegentAtlantic Capital’s Empire State Realty Series 60 OGCP Stock Holding History

RegentAtlantic Capital’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
2015
Q1 		– Sell
-5,206
Closed -$92.1K – 737
2014
Q4 		$92.1K Buy
+5,206
New +$83.6K 0.01% 467

Other funds holding OGCP

OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
RWA
Ropes Wealth Advisors Boston, Massachusetts $515M AUM 21.76% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

RegentAtlantic Capital's OGCP Position: Q1 2015 in Review

RegentAtlantic Capital sold out of Empire State Realty Series 60 (OGCP) in Q1 2015, closing a stake of 5,206 shares — an estimated $92.1K sold.

RegentAtlantic Capital first reported a position in OGCP in Q4 2014 and held it in 1 quarter. The position peaked at $92.1K in Q4 2014. 13 funds tracked by Wall St. Rank hold OGCP as of Q1 2015.

  • RegentAtlantic Capital reported no remaining Empire State Realty Series 60 position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 5,206 Empire State Realty Series 60 shares in Q1 2015, an estimated $92.1K.
  • RegentAtlantic Capital first reported a position in Empire State Realty Series 60 in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's Empire State Realty Series 60 position peaked at $92.1K in Q4 2014.
  • 13 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.