YIA
OGCP

YHB Investment Advisors’s Empire State Realty Series 60 OGCP Stock Holding History

YHB Investment Advisors’s Portfolio OGCP Stock Details OGCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-21,474
Closed -$316K – 200
2018
Q4 		$316K Hold
21,474
– – 0.06% 148
2018
Q3 		$357K Hold
21,474
– – 0.05% 153
2018
Q2 		$366K Hold
21,474
– – 0.06% 146
2018
Q1 		$356K Hold
21,474
– – 0.06% 148
2017
Q4 		$438K Hold
21,474
– – 0.07% 136
2017
Q3 		$438K Hold
21,474
– – 0.08% 134
2017
Q2 		$443K Hold
21,474
– – 0.08% 134
2017
Q1 		$442K Hold
21,474
– – 0.08% 135
2016
Q4 		$429K Hold
21,474
– – 0.09% 128
2016
Q3 		$454K Hold
21,474
– – 0.11% 119
2016
Q2 		$402K Hold
21,474
– – 0.09% 126
2016
Q1 		$375K Hold
21,474
– – 0.1% 121
2015
Q4 		$385K Hold
21,474
– – 0.09% 126
2015
Q3 		$364K Hold
21,474
– – 0.09% 130
2015
Q2 		$362K Hold
21,474
– – 0.08% 135
2015
Q1 		$398K Hold
21,474
– – 0.09% 132
2014
Q4 		$380K Buy
21,474
+10,023
+88% +$161K 0.09% 129
2014
Q3 		$169K Hold
11,451
– – 0.04% 151
2014
Q2 		$180K Buy
+11,451
New +$169K 0.04% 150

Other funds holding OGCP

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
YWP
YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return
RWA
Ropes Wealth Advisors Boston, Massachusetts $515M AUM 21.76% 1-Year Est. Return
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 $79.5B AUM 27.1% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

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

YHB Investment Advisors sold out of Empire State Realty Series 60 (OGCP) in Q1 2019, closing a stake of 21,474 shares — an estimated $316K sold.

YHB Investment Advisors first reported a position in OGCP in Q2 2014 and held it in 19 quarters. The position peaked at $454K in Q3 2016. 13 funds tracked by Wall St. Rank hold OGCP as of Q1 2019.

  • YHB Investment Advisors reported no remaining Empire State Realty Series 60 position as of Q1 2019 after selling out during the quarter.
  • YHB Investment Advisors sold 21,474 Empire State Realty Series 60 shares in Q1 2019, an estimated $316K.
  • YHB Investment Advisors first reported a position in Empire State Realty Series 60 in Q2 2014 and held it in 19 quarters.
  • YHB Investment Advisors's Empire State Realty Series 60 position peaked at $454K in Q3 2016.
  • 13 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q1 2019.

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