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Wealthstreet Investment Advisors’s Empire State Realty Trust ESRT Stock Holding History

Wealthstreet Investment 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
2019
Q2 		– Sell
-15,800
Closed -$250K – 344
2019
Q1 		$250K Hold
15,800
– – 0.03% 300
2018
Q4 		$237K Hold
15,800
– – 0.03% 296
2018
Q3 		$262K Hold
15,800
– – 0.03% 308
2018
Q2 		$270K Sell
15,800
-1,000
-6% -$16.9K 0.04% 298
2018
Q1 		$282K Hold
16,800
– – 0.04% 288
2017
Q4 		$345K Buy
+16,800
New +$344K 0.04% 274

Other funds holding ESRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthstreet Investment Advisors's ESRT Position: Q2 2019 in Review

Wealthstreet Investment Advisors sold out of Empire State Realty Trust (ESRT) in Q2 2019, closing a stake of 15,800 shares — an estimated $250K sold.

Wealthstreet Investment Advisors first reported a position in ESRT in Q4 2017 and held it in 6 quarters. The position peaked at $345K in Q4 2017. 191 funds tracked by Wall St. Rank hold ESRT as of Q2 2019.

  • Wealthstreet Investment Advisors reported no remaining Empire State Realty Trust position as of Q2 2019 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 15,800 Empire State Realty Trust shares in Q2 2019, an estimated $250K.
  • Wealthstreet Investment Advisors first reported a position in Empire State Realty Trust in Q4 2017 and held it in 6 quarters.
  • Wealthstreet Investment Advisors's Empire State Realty Trust position peaked at $345K in Q4 2017.
  • 191 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q2 2019.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2019, filed 16 Jul 2019.