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Artemis Investment Management’s Essex Property Trust ESS Stock Holding History

Artemis 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
2016
Q2 		– Sell
-28,149
Closed -$6.58M – 246
2016
Q1 		$6.58M Buy
28,149
+8,093
+40% +$1.78M 0.17% 132
2015
Q4 		$4.8M Sell
20,056
-19,059
-49% -$4.38M 0.12% 138
2015
Q3 		$8.74M Buy
+39,115
New +$8.63M 0.26% 113

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Artemis Investment Management's ESS Position: Q2 2016 in Review

Artemis Investment Management sold out of Essex Property Trust (ESS) in Q2 2016, closing a stake of 28,149 shares — an estimated $6.58M sold.

Artemis Investment Management first reported a position in ESS in Q3 2015 and held it in 3 quarters. The position peaked at $8.74M in Q3 2015. 432 funds tracked by Wall St. Rank hold ESS as of Q2 2016.

  • Artemis Investment Management reported no remaining Essex Property Trust position as of Q2 2016 after selling out during the quarter.
  • Artemis Investment Management sold 28,149 Essex Property Trust shares in Q2 2016, an estimated $6.58M.
  • Artemis Investment Management first reported a position in Essex Property Trust in Q3 2015 and held it in 3 quarters.
  • Artemis Investment Management's Essex Property Trust position peaked at $8.74M in Q3 2015.
  • 432 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2016.

Based on Artemis Investment Management's 13F filing for Q2 2016, filed 26 Jul 2016.