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

Advantage 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
2019
Q3 		$14K Sell
42
-1
-2% -$313 0.01% 592
2019
Q2 		$13K Buy
43
+4
+10% +$1.15K 0.01% 617
2019
Q1 		$11K Buy
39
+10
+34% +$2.73K 0.01% 627
2018
Q4 		$7K Buy
+29
New +$7.31K 0.01% 723

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advantage Investment Management's ESS Position: Q3 2019 in Review

Advantage Investment Management reduced its Essex Property Trust (ESS) stake by 2.3% in Q3 2019, selling an estimated $313 and leaving 42 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #592.

Advantage Investment Management first reported a position in ESS in Q4 2018 and has held it in 4 quarters since. 508 funds tracked by Wall St. Rank hold ESS as of Q3 2019.

  • Advantage Investment Management held 42 shares of Essex Property Trust worth $14K as of Q3 2019.
  • Advantage Investment Management sold 1 Essex Property Trust share in Q3 2019, an estimated $313.
  • Essex Property Trust made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #592 holding.
  • Advantage Investment Management first reported a position in Essex Property Trust in Q4 2018 and has held it in 4 quarters since.
  • 508 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.