TIAM2
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Tru Independence Asset Management 2’s Empire State Realty Series ES ESBA Stock Holding History

Tru Independence Asset Management 2’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
-1,000
Closed -$9K – 205
2020
Q4 		$9K Buy
+1,000
New +$7.81K 0.01% 320

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return
TF
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 $343M AUM 18.42% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Tru Independence Asset Management 2's ESBA Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Empire State Realty Series ES (ESBA) in Q1 2021, closing a stake of 1,000 shares — an estimated $9K sold.

Tru Independence Asset Management 2 first reported a position in ESBA in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 35 funds tracked by Wall St. Rank hold ESBA as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Empire State Realty Series ES position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 1,000 Empire State Realty Series ES shares in Q1 2021, an estimated $9K.
  • Tru Independence Asset Management 2 first reported a position in Empire State Realty Series ES in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Empire State Realty Series ES position peaked at $9K in Q4 2020.
  • 35 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.