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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 		$3.47M 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 $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
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

B. Riley Wealth Advisors's ESS Position: Q3 2016 in Review

B. Riley Wealth Advisors sold out of Essex Property Trust (ESS) in Q3 2016, closing a stake of 1,506 shares — an estimated $345K sold.

B. Riley Wealth Advisors first reported a position in ESS in Q2 2014 and held it in 8 quarters. The position peaked at $3.47M in Q4 2014. 416 funds tracked by Wall St. Rank hold ESS as of Q3 2016.

  • B. Riley Wealth Advisors reported no remaining Essex Property Trust position as of Q3 2016 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,506 Essex Property Trust shares in Q3 2016, an estimated $345K.
  • B. Riley Wealth Advisors first reported a position in Essex Property Trust in Q2 2014 and held it in 8 quarters.
  • B. Riley Wealth Advisors's Essex Property Trust position peaked at $3.47M in Q4 2014.
  • 416 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2016.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.