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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return