YHB Investment Advisors’s Empire State Realty OP LP Series 250 FISK Stock Holding History

YHB Investment Advisors’s Portfolio FISK Stock Details FISK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-10,937	Closed	-$153K	–	198
2018 Q4	$153K	Hold	10,937	–	–	0.03%	178
2018 Q3	$179K	Hold	10,937	–	–	0.03%	189
2018 Q2	$187K	Hold	10,937	–	–	0.03%	181
2018 Q1	$182K	Hold	10,937	–	–	0.03%	184
2017 Q4	$223K	Hold	10,937	–	–	0.04%	177
2017 Q3	$223K	Hold	10,937	–	–	0.04%	169
2017 Q2	$225K	Hold	10,937	–	–	0.04%	172
2017 Q1	$226K	Hold	10,937	–	–	0.04%	168
2016 Q4	$219K	Hold	10,937	–	–	0.05%	168
2016 Q3	$231K	Hold	10,937	–	–	0.06%	156
2016 Q2	$206K	Hold	10,937	–	–	0.05%	162
2016 Q1	$190K	Hold	10,937	–	–	0.05%	150
2015 Q4	$196K	Hold	10,937	–	–	0.04%	158
2015 Q3	$185K	Hold	10,937	–	–	0.04%	160
2015 Q2	$184K	Hold	10,937	–	–	0.04%	168
2015 Q1	$203K	Hold	10,937	–	–	0.05%	165
2014 Q4	$190K	Buy	+10,937	New	+$176K	0.04%	161

Other funds holding FISK

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

YHB Investment Advisors's FISK Position: Q1 2019 in Review

YHB Investment Advisors sold out of Empire State Realty OP LP Series 250 (FISK) in Q1 2019, closing a stake of 10,937 shares — an estimated $153K sold.

YHB Investment Advisors first reported a position in FISK in Q4 2014 and held it in 17 quarters. The position peaked at $231K in Q3 2016. 6 funds tracked by Wall St. Rank hold FISK as of Q1 2019.

YHB Investment Advisors reported no remaining Empire State Realty OP LP Series 250 position as of Q1 2019 after selling out during the quarter.
YHB Investment Advisors sold 10,937 Empire State Realty OP LP Series 250 shares in Q1 2019, an estimated $153K.
YHB Investment Advisors first reported a position in Empire State Realty OP LP Series 250 in Q4 2014 and held it in 17 quarters.
YHB Investment Advisors's Empire State Realty OP LP Series 250 position peaked at $231K in Q3 2016.
6 funds tracked by Wall St. Rank held Empire State Realty OP LP Series 250 as of Q1 2019.

Based on YHB Investment Advisors's 13F filing for Q1 2019, filed 29 Apr 2019.