YorkBridge Wealth Partners’s Empire State Realty Series ES ESBA Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-8,603	Closed	-$127K	–	321
2019 Q2	$127K	Hold	8,603	–	–	0.06%	253
2019 Q1	$137K	Hold	8,603	–	–	0.06%	228
2018 Q4	$122K	Hold	8,603	–	–	0.06%	218
2018 Q3	$140K	Hold	8,603	–	–	0.06%	227
2018 Q2	$147K	Hold	8,603	–	–	0.06%	219
2018 Q1	$140K	Buy	+8,603	New	+$155K	0.06%	223

Other funds holding ESBA

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MJP

Michael J. Puzo $343M AUM 18.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return

MRCM

M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

YorkBridge Wealth Partners's ESBA Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Empire State Realty Series ES (ESBA) in Q3 2019, closing a stake of 8,603 shares — an estimated $127K sold.

YorkBridge Wealth Partners first reported a position in ESBA in Q1 2018 and held it in 6 quarters. The position peaked at $147K in Q2 2018. 30 funds tracked by Wall St. Rank hold ESBA as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Empire State Realty Series ES position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 8,603 Empire State Realty Series ES shares in Q3 2019, an estimated $127K.
YorkBridge Wealth Partners first reported a position in Empire State Realty Series ES in Q1 2018 and held it in 6 quarters.
YorkBridge Wealth Partners's Empire State Realty Series ES position peaked at $147K in Q2 2018.
30 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.