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C.M. Bidwell & Associates’s Essex Property Trust ESS Stock Holding History

C.M. Bidwell & Associates’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
Q2 		– Sell
-1,165
Closed -$268K – 235
2015
Q1 		$268K Buy
+1,165
New +$264K 0.06% 129

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

C.M. Bidwell & Associates's ESS Position: Q2 2015 in Review

C.M. Bidwell & Associates sold out of Essex Property Trust (ESS) in Q2 2015, closing a stake of 1,165 shares — an estimated $268K sold.

C.M. Bidwell & Associates first reported a position in ESS in Q1 2015 and held it in 1 quarter. The position peaked at $268K in Q1 2015. 390 funds tracked by Wall St. Rank hold ESS as of Q2 2015.

  • C.M. Bidwell & Associates reported no remaining Essex Property Trust position as of Q2 2015 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 1,165 Essex Property Trust shares in Q2 2015, an estimated $268K.
  • C.M. Bidwell & Associates first reported a position in Essex Property Trust in Q1 2015 and held it in 1 quarter.
  • C.M. Bidwell & Associates's Essex Property Trust position peaked at $268K in Q1 2015.
  • 390 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2015.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2015, filed 21 Aug 2015.