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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Buffington Mohr McNeal's ESS Position: Q1 2017 in Review

Buffington Mohr McNeal sold out of Essex Property Trust (ESS) in Q1 2017, closing a stake of 495 shares — an estimated $115K sold.

Buffington Mohr McNeal first reported a position in ESS in Q2 2015 and held it in 7 quarters. The position peaked at $119K in Q4 2015. 399 funds tracked by Wall St. Rank hold ESS as of Q1 2017.

Buffington Mohr McNeal reported no remaining Essex Property Trust position as of Q1 2017 after selling out during the quarter.
Buffington Mohr McNeal sold 495 Essex Property Trust shares in Q1 2017, an estimated $115K.
Buffington Mohr McNeal first reported a position in Essex Property Trust in Q2 2015 and held it in 7 quarters.
Buffington Mohr McNeal's Essex Property Trust position peaked at $119K in Q4 2015.
399 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2017.

Based on Buffington Mohr McNeal's 13F filing for Q1 2017, filed 3 May 2017.