SFG
OGCP

Sterling Financial Group’s Empire State Realty Series 60 OGCP Stock Holding History

Sterling Financial Group’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
2024
Q1 		– Sell
-16,218
Closed -$150K – 66
2023
Q4 		$150K Hold
16,218
– – 0.09% 60
2023
Q3 		$130K Sell
16,218
-1,250
-7% -$10.3K 0.08% 59
2023
Q2 		$120K Hold
17,468
– – 0.08% 59
2023
Q1 		$115K Hold
17,468
– – 0.09% 51
2022
Q4 		$115K Buy
+17,468
New +$121K 0.09% 51

Other funds holding OGCP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sterling Financial Group's OGCP Position: Q1 2024 in Review

Sterling Financial Group sold out of Empire State Realty Series 60 (OGCP) in Q1 2024, closing a stake of 16,218 shares — an estimated $150K sold.

Sterling Financial Group first reported a position in OGCP in Q4 2022 and held it in 5 quarters. The position peaked at $150K in Q4 2023. 17 funds tracked by Wall St. Rank hold OGCP as of Q1 2024.

  • Sterling Financial Group reported no remaining Empire State Realty Series 60 position as of Q1 2024 after selling out during the quarter.
  • Sterling Financial Group sold 16,218 Empire State Realty Series 60 shares in Q1 2024, an estimated $150K.
  • Sterling Financial Group first reported a position in Empire State Realty Series 60 in Q4 2022 and held it in 5 quarters.
  • Sterling Financial Group's Empire State Realty Series 60 position peaked at $150K in Q4 2023.
  • 17 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q1 2024.

Based on Sterling Financial Group's 13F filing for Q1 2024, filed 10 Apr 2024.