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Bartlett & Co’s Essex Property Trust ESS Stock Holding History

Bartlett & Co’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 		$32K Hold
99
– – ﹤0.01% 597
2019
Q2 		$29K Hold
99
– – ﹤0.01% 493
2019
Q1 		$29K Hold
99
– – ﹤0.01% 487
2018
Q4 		$24K Hold
99
– – ﹤0.01% 501
2018
Q3 		$24K Hold
99
– – ﹤0.01% 519
2018
Q2 		$24K Hold
99
– – ﹤0.01% 506
2018
Q1 		$24K Sell
99
-49
-33% -$11.3K ﹤0.01% 510
2017
Q4 		$36K Buy
+148
New +$37.3K ﹤0.01% 464

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

Bartlett & Co's ESS Position: Q3 2019 in Review

Bartlett & Co held its Essex Property Trust (ESS) position steady in Q3 2019 at 99 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Bartlett & Co first reported a position in ESS in Q4 2017 and has held it in 8 quarters since. The position peaked at $36K in Q4 2017. 508 funds tracked by Wall St. Rank hold ESS as of Q3 2019.

  • Bartlett & Co held 99 shares of Essex Property Trust worth $32K as of Q3 2019.
  • Bartlett & Co left its Essex Property Trust share count unchanged in Q3 2019.
  • Essex Property Trust made up ﹤0.01% of Bartlett & Co's portfolio in Q3 2019, its #597 holding.
  • Bartlett & Co first reported a position in Essex Property Trust in Q4 2017 and has held it in 8 quarters since.
  • Bartlett & Co's Essex Property Trust position peaked at $36K in Q4 2017.
  • 508 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2019.

Based on Bartlett & Co's 13F filing for Q3 2019, filed 4 Nov 2019.