Stifel Financial’s Empire State Realty OP LP Series 250 FISK Stock Holding History

Stifel Financial’s Portfolio FISK Stock Details FISK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,937	Closed	-$151K	–	2904
2019 Q4	$151K	Hold	10,937	–	–	﹤0.01%	2833
2019 Q3	$155K	Hold	10,937	–	–	﹤0.01%	2702
2019 Q2	$161K	Hold	10,937	–	–	﹤0.01%	2763
2019 Q1	$171K	Buy	+10,937	New	+$166K	﹤0.01%	2624

Other funds holding FISK

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial's FISK Position: Q1 2020 in Review

Stifel Financial sold out of Empire State Realty OP LP Series 250 (FISK) in Q1 2020, closing a stake of 10,937 shares — an estimated $151K sold.

Stifel Financial first reported a position in FISK in Q1 2019 and held it in 4 quarters. The position peaked at $171K in Q1 2019. 6 funds tracked by Wall St. Rank hold FISK as of Q1 2020.

Stifel Financial reported no remaining Empire State Realty OP LP Series 250 position as of Q1 2020 after selling out during the quarter.
Stifel Financial sold 10,937 Empire State Realty OP LP Series 250 shares in Q1 2020, an estimated $151K.
Stifel Financial first reported a position in Empire State Realty OP LP Series 250 in Q1 2019 and held it in 4 quarters.
Stifel Financial's Empire State Realty OP LP Series 250 position peaked at $171K in Q1 2019.
6 funds tracked by Wall St. Rank held Empire State Realty OP LP Series 250 as of Q1 2020.

Based on Stifel Financial's 13F filing for Q1 2020, filed 14 May 2020.