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Beck Mack & Oliver’s Essex Property Trust ESS Stock Holding History

Beck Mack & Oliver’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
2014
Q3 		– Sell
-1,204
Closed -$223K – 376
2014
Q2 		$223K Buy
+1,204
New +$213K 0.01% 333

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Beck Mack & Oliver's ESS Position: Q3 2014 in Review

Beck Mack & Oliver sold out of Essex Property Trust (ESS) in Q3 2014, closing a stake of 1,204 shares — an estimated $223K sold.

Beck Mack & Oliver first reported a position in ESS in Q2 2014 and held it in 1 quarter. The position peaked at $223K in Q2 2014. 361 funds tracked by Wall St. Rank hold ESS as of Q3 2014.

  • Beck Mack & Oliver reported no remaining Essex Property Trust position as of Q3 2014 after selling out during the quarter.
  • Beck Mack & Oliver sold 1,204 Essex Property Trust shares in Q3 2014, an estimated $223K.
  • Beck Mack & Oliver first reported a position in Essex Property Trust in Q2 2014 and held it in 1 quarter.
  • Beck Mack & Oliver's Essex Property Trust position peaked at $223K in Q2 2014.
  • 361 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2014.

Based on Beck Mack & Oliver's 13F filing for Q3 2014, filed 29 Oct 2014.