Calamos Advisors
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Calamos Advisors’s Essex Property Trust ESS Stock Holding History

Calamos Advisors’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
Q2 		– Sell
-8,744
Closed -$2.02M – 619
2017
Q1 		$2.02M Buy
8,744
+1,640
+23% +$376K 0.02% 499
2016
Q4 		$1.65M Buy
+7,104
New +$1.54M 0.01% 523

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Calamos Advisors's ESS Position: Q2 2017 in Review

Calamos Advisors sold out of Essex Property Trust (ESS) in Q2 2017, closing a stake of 8,744 shares — an estimated $2.02M sold.

Calamos Advisors first reported a position in ESS in Q4 2016 and held it in 2 quarters. The position peaked at $2.02M in Q1 2017. 424 funds tracked by Wall St. Rank hold ESS as of Q2 2017.

  • Calamos Advisors reported no remaining Essex Property Trust position as of Q2 2017 after selling out during the quarter.
  • Calamos Advisors sold 8,744 Essex Property Trust shares in Q2 2017, an estimated $2.02M.
  • Calamos Advisors first reported a position in Essex Property Trust in Q4 2016 and held it in 2 quarters.
  • Calamos Advisors's Essex Property Trust position peaked at $2.02M in Q1 2017.
  • 424 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2017.

Based on Calamos Advisors's 13F filing for Q2 2017, filed 9 Aug 2017.