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Boston Private Bank & Trust’s Essex Property Trust ESS Stock Holding History

Boston Private Bank & Trust’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
2015
Q1 		$12K Sell
52
-70
-57% -$15.9K ﹤0.01% 795
2014
Q4 		$25K Buy
122
+25
+26% +$4.95K ﹤0.01% 718
2014
Q3 		$17K Hold
97
– – ﹤0.01% 794
2014
Q2 		$18K Buy
+97
New +$17.2K ﹤0.01% 756

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Cohen & Steers
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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Private Bank & Trust's ESS Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its Essex Property Trust (ESS) stake by 57% in Q1 2015, selling an estimated $15.9K and leaving 52 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Boston Private Bank & Trust first reported a position in ESS in Q2 2014 and has held it in 4 quarters since. The position peaked at $25K in Q4 2014. 399 funds tracked by Wall St. Rank hold ESS as of Q1 2015.

  • Boston Private Bank & Trust held 52 shares of Essex Property Trust worth $12K as of Q1 2015.
  • Boston Private Bank & Trust sold 70 Essex Property Trust shares in Q1 2015, an estimated $15.9K.
  • Essex Property Trust made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #795 holding.
  • Boston Private Bank & Trust first reported a position in Essex Property Trust in Q2 2014 and has held it in 4 quarters since.
  • Boston Private Bank & Trust's Essex Property Trust position peaked at $25K in Q4 2014.
  • 399 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.