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Avestar Capital’s Essex Property Trust ESS Stock Holding History

Avestar Capital’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
Q3 		– Sell
-5
Closed -$1K – 382
2019
Q2 		$1K Hold
5
– – ﹤0.01% 745
2019
Q1 		$1K Hold
5
– – ﹤0.01% 725
2018
Q4 		$1K Hold
5
– – ﹤0.01% 718
2018
Q3 		$1K Hold
5
– – ﹤0.01% 701
2018
Q2 		$1K Hold
5
– – ﹤0.01% 753
2018
Q1 		$1K Hold
5
– – ﹤0.01% 710
2017
Q4 		$1K Buy
+5
New +$1.26K ﹤0.01% 689

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avestar Capital's ESS Position: Q3 2019 in Review

Avestar Capital sold out of Essex Property Trust (ESS) in Q3 2019, closing a stake of 5 shares — an estimated $1K sold.

Avestar Capital first reported a position in ESS in Q4 2017 and held it in 7 quarters. The position peaked at $1K in Q2 2019. 508 funds tracked by Wall St. Rank hold ESS as of Q3 2019.

  • Avestar Capital reported no remaining Essex Property Trust position as of Q3 2019 after selling out during the quarter.
  • Avestar Capital sold 5 Essex Property Trust shares in Q3 2019, an estimated $1K.
  • Avestar Capital first reported a position in Essex Property Trust in Q4 2017 and held it in 7 quarters.
  • Avestar Capital's Essex Property Trust position peaked at $1K in Q2 2019.
  • 508 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.