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Wealthspire Advisors (Maryland)’s Empire State Realty Series ES ESBA Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q3 		– Hold
0
– – – 1570
2017
Q2 		– Hold
0
– – – 1523
2017
Q1 		– Hold
0
– – – 1142
2016
Q4 		– Hold
0
– – – 977
2016
Q3 		– Hold
0
– – – 880
2016
Q2 		– Hold
0
– – – 840
2016
Q1 		– Hold
0
– – – 709
2015
Q4 		– Hold
0
– – – 712

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NSIM
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MJP
Michael J. Puzo $343M AUM 18.42% 1-Year Est. Return
JMPWA
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return