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Robert N. Shapiro’s Empire State Realty Series 60 OGCP Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$760K Buy
42,948
+21,475
+100% +$345K 0.15% 144
2014
Q3 		$317K Hold
21,473
– – 0.06% 226
2014
Q2 		$337K Buy
+21,473
New +$318K 0.06% 222

Other funds holding OGCP

Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
TIAA CREF Trust
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
Johnson Investment Counsel
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Robert N. Shapiro increased its Empire State Realty Series 60 (OGCP) stake by 100% in Q4 2014, buying an estimated $345K and bringing the position to 42,948 shares worth $760K. The position accounts for 0.15% of the portfolio, ranked #144.

Robert N. Shapiro first reported a position in OGCP in Q2 2014 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold OGCP as of Q4 2014.

  • Robert N. Shapiro held 42,948 shares of Empire State Realty Series 60 worth $760K as of Q4 2014.
  • Robert N. Shapiro bought 21,475 Empire State Realty Series 60 shares in Q4 2014, an estimated $345K.
  • Empire State Realty Series 60 made up 0.15% of Robert N. Shapiro's portfolio in Q4 2014, its #144 holding.
  • Robert N. Shapiro first reported a position in Empire State Realty Series 60 in Q2 2014 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q4 2014.

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