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Westbourne Investment Advisors’s Empire State Realty Series ES ESBA Stock Holding History

Westbourne Investment Advisors’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
2018
Q4 		– Sell
-4,215
Closed -$70K – 107
2018
Q3 		$70K Buy
+4,215
New +$71.8K 0.05% 137

Other funds holding ESBA

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MJP
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Westbourne Investment Advisors's ESBA Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Empire State Realty Series ES (ESBA) in Q4 2018, closing a stake of 4,215 shares — an estimated $70K sold.

Westbourne Investment Advisors first reported a position in ESBA in Q3 2018 and held it in 1 quarter. The position peaked at $70K in Q3 2018. 35 funds tracked by Wall St. Rank hold ESBA as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining Empire State Realty Series ES position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 4,215 Empire State Realty Series ES shares in Q4 2018, an estimated $70K.
  • Westbourne Investment Advisors first reported a position in Empire State Realty Series ES in Q3 2018 and held it in 1 quarter.
  • Westbourne Investment Advisors's Empire State Realty Series ES position peaked at $70K in Q3 2018.
  • 35 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.