Tompkins Financial
ESBA icon

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

Tompkins Financial’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
2021
Q1 		– Sell
-2,031
Closed -$19K – 451
2020
Q4 		$19K Buy
+2,031
New +$15.9K ﹤0.01% 317

Other funds holding ESBA

North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
TIAA FSB
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
MJP
Michael J. Puzo $388M AUM 40.74% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
RegentAtlantic Capital
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Tompkins Financial's ESBA Position: Q1 2021 in Review

Tompkins Financial sold out of Empire State Realty Series ES (ESBA) in Q1 2021, closing a stake of 2,031 shares — an estimated $19K sold.

Tompkins Financial first reported a position in ESBA in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 35 funds tracked by Wall St. Rank hold ESBA as of Q1 2021.

  • Tompkins Financial reported no remaining Empire State Realty Series ES position as of Q1 2021 after selling out during the quarter.
  • Tompkins Financial sold 2,031 Empire State Realty Series ES shares in Q1 2021, an estimated $19K.
  • Tompkins Financial first reported a position in Empire State Realty Series ES in Q4 2020 and held it in 1 quarter.
  • Tompkins Financial's Empire State Realty Series ES position peaked at $19K in Q4 2020.
  • 35 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q1 2021.

Based on Tompkins Financial's 13F filing for Q1 2021, filed 9 Jun 2021.