Amica Retiree Medical Trust’s Essex Property Trust ESS Stock Holding History

Amica Retiree Medical Trust’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 Q2	–	Sell	-309	Closed	-$89K	–	379
2019 Q1	$89K	Hold	309	–	–	0.08%	266
2018 Q4	$76K	Hold	309	–	–	0.07%	270
2018 Q3	$76K	Hold	309	–	–	0.06%	274
2018 Q2	$74K	Hold	309	–	–	0.06%	281
2018 Q1	$74K	Sell	309 -40	-11%	-$9.22K	0.06%	283
2017 Q4	$84K	Hold	349	–	–	0.06%	289
2017 Q3	$89K	Buy	+349	New	+$91.2K	0.07%	285
2017 Q1	–	Sell	-1,625	Closed	-$378K	–	378
2016 Q4	$378K	Buy	1,625 +965	+146%	+$209K	0.3%	101
2016 Q3	$147K	Hold	660	–	–	0.12%	205
2016 Q2	$151K	Hold	660	–	–	0.13%	197
2016 Q1	$154K	Hold	660	–	–	0.13%	190
2015 Q4	$158K	Hold	660	–	–	0.14%	184
2015 Q3	$147K	Buy	660 +635	+2,540%	+$140K	0.13%	193
2015 Q2	$5K	Hold	25	–	–	﹤0.01%	397
2015 Q1	$6K	Hold	25	–	–	0.01%	371
2014 Q4	$5K	Sell	25 -795	-97%	-$157K	﹤0.01%	370
2014 Q3	$147K	Buy	820 +100	+14%	+$18.9K	0.12%	196
2014 Q2	$133K	Buy	720 +277	+63%	+$49K	0.11%	212
2014 Q1	$75K	Hold	443	–	–	0.06%	255
2013 Q4	$64K	Buy	+443	New	+$68.1K	0.06%	269

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amica Retiree Medical Trust's ESS Position: Q2 2019 in Review

Amica Retiree Medical Trust sold out of Essex Property Trust (ESS) in Q2 2019, closing a stake of 309 shares — an estimated $89K sold.

Amica Retiree Medical Trust first reported a position in ESS in Q4 2013 and held it in 20 quarters. The position peaked at $378K in Q4 2016. 488 funds tracked by Wall St. Rank hold ESS as of Q2 2019.

Amica Retiree Medical Trust reported no remaining Essex Property Trust position as of Q2 2019 after selling out during the quarter.
Amica Retiree Medical Trust sold 309 Essex Property Trust shares in Q2 2019, an estimated $89K.
Amica Retiree Medical Trust first reported a position in Essex Property Trust in Q4 2013 and held it in 20 quarters.
Amica Retiree Medical Trust's Essex Property Trust position peaked at $378K in Q4 2016.
488 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2019.

Based on Amica Retiree Medical Trust's 13F filing for Q2 2019, filed 1 Aug 2019.