BRWA
ESS icon

B. Riley Wealth Advisors’s Essex Property Trust ESS Stock Holding History

B. Riley Wealth 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
2016
Q3 		– Sell
-1,506
Closed -$345K – 623
2016
Q2 		$345K Sell
1,506
-119
-7% -$26.6K 0.07% 354
2016
Q1 		$380K Buy
1,625
+515
+46% +$113K 0.09% 288
2015
Q4 		$266K Sell
1,110
-611
-36% -$140K 0.05% 404
2015
Q3 		$386K Sell
1,721
-331
-16% -$73K 0.09% 279
2015
Q2 		$438K Buy
2,052
+334
+19% +$73.9K 0.11% 237
2015
Q1 		$395K Sell
1,718
-295
-15% -$66.8K 0.1% 282
2014
Q4 		$3.47K Buy
+2,013
New +$399K 0.07% 328
2014
Q3 		– Sell
-2,149
Closed -$397K – 1014
2014
Q2 		$397K Buy
+2,149
New +$380K 0.09% 236

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 $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return