Anchor Capital Advisors’s Essex Property Trust ESS Stock Holding History

Anchor Capital Advisors’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 Q1	–	Sell	-973	Closed	-$226K	–	278
2016 Q4	$226K	Buy	973 +30	+3%	+$6.49K	0.01%	265
2016 Q3	$210K	Hold	943	–	–	0.01%	273
2016 Q2	$215K	Hold	943	–	–	0.01%	276
2016 Q1	$221K	Hold	943	–	–	0.01%	265
2015 Q4	$226K	Hold	943	–	–	0.01%	274
2015 Q3	$211K	Hold	943	–	–	0.01%	269
2015 Q2	$200K	Hold	943	–	–	﹤0.01%	285
2015 Q1	$217K	Buy	+943	New	+$214K	﹤0.01%	285

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Anchor Capital Advisors's ESS Position: Q1 2017 in Review

Anchor Capital Advisors sold out of Essex Property Trust (ESS) in Q1 2017, closing a stake of 973 shares — an estimated $226K sold.

Anchor Capital Advisors first reported a position in ESS in Q1 2015 and held it in 8 quarters. The position peaked at $226K in Q4 2016. 399 funds tracked by Wall St. Rank hold ESS as of Q1 2017.

Anchor Capital Advisors reported no remaining Essex Property Trust position as of Q1 2017 after selling out during the quarter.
Anchor Capital Advisors sold 973 Essex Property Trust shares in Q1 2017, an estimated $226K.
Anchor Capital Advisors first reported a position in Essex Property Trust in Q1 2015 and held it in 8 quarters.
Anchor Capital Advisors's Essex Property Trust position peaked at $226K in Q4 2016.
399 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2017.

Based on Anchor Capital Advisors's 13F filing for Q1 2017, filed 12 May 2017.