AIP
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Almanack Investment Partners’s Essex Property Trust ESS Stock Holding History

Almanack Investment Partners’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
-930
Closed -$217K – 186
2017
Q1 		$217K Buy
+930
New +$213K 0.16% 95

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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 $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Almanack Investment Partners's ESS Position: Q2 2017 in Review

Almanack Investment Partners sold out of Essex Property Trust (ESS) in Q2 2017, closing a stake of 930 shares — an estimated $217K sold.

Almanack Investment Partners first reported a position in ESS in Q1 2017 and held it in 1 quarter. The position peaked at $217K in Q1 2017. 424 funds tracked by Wall St. Rank hold ESS as of Q2 2017.

  • Almanack Investment Partners reported no remaining Essex Property Trust position as of Q2 2017 after selling out during the quarter.
  • Almanack Investment Partners sold 930 Essex Property Trust shares in Q2 2017, an estimated $217K.
  • Almanack Investment Partners first reported a position in Essex Property Trust in Q1 2017 and held it in 1 quarter.
  • Almanack Investment Partners's Essex Property Trust position peaked at $217K in Q1 2017.
  • 424 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2017.

Based on Almanack Investment Partners's 13F filing for Q2 2017, filed 10 Aug 2017.