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Tobias Financial Advisors’s Empire State Realty Series ES ESBA Stock Holding History

Tobias Financial Advisors’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
2020
Q1 		– Sell
-7,026
Closed -$97K – 120
2019
Q4 		$97K Buy
+7,026
New +$98.3K 0.06% 69

Other funds holding ESBA

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MJP
Michael J. Puzo $343M AUM 18.42% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

Tobias Financial Advisors's ESBA Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Empire State Realty Series ES (ESBA) in Q1 2020, closing a stake of 7,026 shares — an estimated $97K sold.

Tobias Financial Advisors first reported a position in ESBA in Q4 2019 and held it in 1 quarter. The position peaked at $97K in Q4 2019. 37 funds tracked by Wall St. Rank hold ESBA as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Empire State Realty Series ES position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 7,026 Empire State Realty Series ES shares in Q1 2020, an estimated $97K.
  • Tobias Financial Advisors first reported a position in Empire State Realty Series ES in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Empire State Realty Series ES position peaked at $97K in Q4 2019.
  • 37 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.