BMM
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Buffington Mohr McNeal’s Essex Property Trust ESS Stock Holding History

Buffington Mohr McNeal’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
2017
Q1 		– Sell
-495
Closed -$115K – 114
2016
Q4 		$115K Hold
495
– – 0.04% 157
2016
Q3 		$110K Hold
495
– – 0.05% 150
2016
Q2 		$113K Hold
495
– – 0.05% 149
2016
Q1 		$116K Hold
495
– – 0.05% 155
2015
Q4 		$119K Hold
495
– – 0.06% 130
2015
Q3 		$111K Sell
495
-6
-1% -$1.32K 0.07% 78
2015
Q2 		$106K Buy
+501
New +$111K 0.06% 94

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return