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Robert N. Shapiro’s Empire State Realty Series ES ESBA Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$150K Buy
8,603
+4,302
+100% +$69.3K 0.03% 293
2014
Q3 		$63K Hold
4,301
– – 0.01% 441
2014
Q2 		$68K Buy
+4,301
New +$63.7K 0.01% 422

Other funds holding ESBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MJP
Michael J. Puzo $343M AUM 18.42% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Robert N. Shapiro's ESBA Position: Q4 2014 in Review

Robert N. Shapiro increased its Empire State Realty Series ES (ESBA) stake by 100% in Q4 2014, buying an estimated $69.3K and bringing the position to 8,603 shares worth $150K. The position accounts for 0.03% of the portfolio, ranked #293.

Robert N. Shapiro first reported a position in ESBA in Q2 2014 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold ESBA as of Q4 2014.

  • Robert N. Shapiro held 8,603 shares of Empire State Realty Series ES worth $150K as of Q4 2014.
  • Robert N. Shapiro bought 4,302 Empire State Realty Series ES shares in Q4 2014, an estimated $69.3K.
  • Empire State Realty Series ES made up 0.03% of Robert N. Shapiro's portfolio in Q4 2014, its #293 holding.
  • Robert N. Shapiro first reported a position in Empire State Realty Series ES in Q2 2014 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.