AIM
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Acrospire Investment Management’s Essex Property Trust ESS Stock Holding History

Acrospire Investment Management’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
2017
Q2 		– Sell
-55
Closed -$13K – 2261
2017
Q1 		$13K Hold
55
– – 0.01% 1797
2016
Q4 		$13K Hold
55
– – 0.01% 1898
2016
Q3 		$12K Sell
55
-100
-65% -$22.7K 0.01% 1650
2016
Q2 		$35K Buy
155
+100
+182% +$22.3K 0.03% 1292
2016
Q1 		$13K Buy
+55
New +$12.1K 0.01% 1678

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Acrospire Investment Management's ESS Position: Q2 2017 in Review

Acrospire Investment Management sold out of Essex Property Trust (ESS) in Q2 2017, closing a stake of 55 shares — an estimated $13K sold.

Acrospire Investment Management first reported a position in ESS in Q1 2016 and held it in 5 quarters. The position peaked at $35K in Q2 2016. 424 funds tracked by Wall St. Rank hold ESS as of Q2 2017.

  • Acrospire Investment Management reported no remaining Essex Property Trust position as of Q2 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 55 Essex Property Trust shares in Q2 2017, an estimated $13K.
  • Acrospire Investment Management first reported a position in Essex Property Trust in Q1 2016 and held it in 5 quarters.
  • Acrospire Investment Management's Essex Property Trust position peaked at $35K in Q2 2016.
  • 424 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2017.

Based on Acrospire Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.