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Atherton Lane Advisers’s Essex Property Trust ESS Stock Holding History

Atherton Lane Advisers’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
2015
Q4 		$2.56M Sell
10,676
-159
-1% -$36.5K 0.15% 73
2015
Q3 		$2.42M Sell
10,835
-125
-1% -$27.6K 0.15% 71
2015
Q2 		$2.33M Sell
10,960
-407
-4% -$90.1K 0.13% 76
2015
Q1 		$2.61M Sell
11,367
-861
-7% -$195K 0.14% 81
2014
Q4 		$2.53M Buy
12,228
+19
+0.2% +$3.76K 0.14% 81
2014
Q3 		$2.18M Buy
12,209
+1,166
+11% +$220K 0.12% 88
2014
Q2 		$2.04M Buy
11,043
+9,843
+820% +$1.74M 0.11% 90
2014
Q1 		$204K Buy
+1,200
New +$194K 0.01% 159

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return