AWM
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AE Wealth Management’s Essex Property Trust ESS Stock Holding History

AE Wealth 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
2020
Q3 		– Sell
-3,130
Closed -$717K – 1300
2020
Q2 		$717K Buy
3,130
+543
+21% +$130K 0.01% 728
2020
Q1 		$570K Buy
+2,587
New +$743K 0.01% 637

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AE Wealth Management's ESS Position: Q3 2020 in Review

AE Wealth Management sold out of Essex Property Trust (ESS) in Q3 2020, closing a stake of 3,130 shares — an estimated $717K sold.

AE Wealth Management first reported a position in ESS in Q1 2020 and held it in 2 quarters. The position peaked at $717K in Q2 2020. 477 funds tracked by Wall St. Rank hold ESS as of Q3 2020.

  • AE Wealth Management reported no remaining Essex Property Trust position as of Q3 2020 after selling out during the quarter.
  • AE Wealth Management sold 3,130 Essex Property Trust shares in Q3 2020, an estimated $717K.
  • AE Wealth Management first reported a position in Essex Property Trust in Q1 2020 and held it in 2 quarters.
  • AE Wealth Management's Essex Property Trust position peaked at $717K in Q2 2020.
  • 477 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2020.

Based on AE Wealth Management's 13F filing for Q3 2020, filed 6 Nov 2020.