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1919 Investment Counsel’s Essex Property Trust ESS Stock Holding History

1919 Investment Counsel’s Portfolio ESS Stock Details ESS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$1.66M Buy
9,289
+44
+0.5% +$8.3K 0.03% 321
2014
Q2 		$1.71M Buy
+9,245
New +$1.64M 0.03% 331

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

1919 Investment Counsel's ESS Position: Q3 2014 in Review

1919 Investment Counsel increased its Essex Property Trust (ESS) stake by 0.48% in Q3 2014, buying an estimated $8.3K and bringing the position to 9,289 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #321.

1919 Investment Counsel first reported a position in ESS in Q2 2014 and has held it in 2 quarters since. The position peaked at $1.71M in Q2 2014. 361 funds tracked by Wall St. Rank hold ESS as of Q3 2014.

  • 1919 Investment Counsel held 9,289 shares of Essex Property Trust worth $1.66M as of Q3 2014.
  • 1919 Investment Counsel bought 44 Essex Property Trust shares in Q3 2014, an estimated $8.3K.
  • Essex Property Trust made up 0.03% of 1919 Investment Counsel's portfolio in Q3 2014, its #321 holding.
  • 1919 Investment Counsel first reported a position in Essex Property Trust in Q2 2014 and has held it in 2 quarters since.
  • 1919 Investment Counsel's Essex Property Trust position peaked at $1.71M in Q2 2014.
  • 361 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.