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Valeo Financial Advisors’s Empire State Realty Trust ESRT Stock Holding History

Valeo Financial Advisors’s Portfolio ESRT Stock Details ESRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-34
Closed -$532 – 1563
2018
Q3 		$1K Hold
34
– – ﹤0.01% 1609
2018
Q2 		$1K Hold
34
– – ﹤0.01% 1450
2018
Q1 		$1K Hold
34
– – ﹤0.01% 1420
2017
Q4 		$1K Buy
+34
New +$696 ﹤0.01% 1269

Other funds holding ESRT

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return

Valeo Financial Advisors's ESRT Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Empire State Realty Trust (ESRT) in Q4 2018, closing a stake of 34 shares — an estimated $532 sold.

Valeo Financial Advisors first reported a position in ESRT in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 189 funds tracked by Wall St. Rank hold ESRT as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Empire State Realty Trust position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 34 Empire State Realty Trust shares in Q4 2018, an estimated $532.
  • Valeo Financial Advisors first reported a position in Empire State Realty Trust in Q4 2017 and held it in 4 quarters.
  • Valeo Financial Advisors's Empire State Realty Trust position peaked at $1K in Q3 2018.
  • 189 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.