Transform Wealth
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Transform Wealth’s Empire State Realty Series ES ESBA Stock Holding History

Transform Wealth’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
Q4 		– Sell
-12,909
Closed -$78K – 207
2020
Q3 		$78K Hold
12,909
– – 0.01% 213
2020
Q2 		$94K Hold
12,909
– – 0.02% 220
2020
Q1 		$115K Hold
12,909
– – 0.02% 199
2019
Q4 		$180K Buy
+12,909
New +$181K 0.03% 220

Other funds holding ESBA

North Star Investment Management
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 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 $4.12B AUM 32.66% 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 $1.83B AUM 25.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RegentAtlantic Capital
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Transform Wealth's ESBA Position: Q4 2020 in Review

Transform Wealth sold out of Empire State Realty Series ES (ESBA) in Q4 2020, closing a stake of 12,909 shares — an estimated $78K sold.

Transform Wealth first reported a position in ESBA in Q4 2019 and held it in 4 quarters. The position peaked at $180K in Q4 2019. 37 funds tracked by Wall St. Rank hold ESBA as of Q4 2020.

  • Transform Wealth reported no remaining Empire State Realty Series ES position as of Q4 2020 after selling out during the quarter.
  • Transform Wealth sold 12,909 Empire State Realty Series ES shares in Q4 2020, an estimated $78K.
  • Transform Wealth first reported a position in Empire State Realty Series ES in Q4 2019 and held it in 4 quarters.
  • Transform Wealth's Empire State Realty Series ES position peaked at $180K in Q4 2019.
  • 37 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q4 2020.

Based on Transform Wealth's 13F filing for Q4 2020, filed 20 Jan 2021.