Capital Guardian Trust’s Essex Property Trust ESS Stock Holding History

Capital Guardian 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
2018 Q4	–	Sell	-458	Closed	-$113K	–	324
2018 Q3	$113K	Buy	+458	New	+$110K	﹤0.01%	256
2014 Q4	–	Sell	-911	Closed	-$163K	–	568
2014 Q3	$163K	Buy	911 +20	+2%	+$3.77K	﹤0.01%	331
2014 Q2	$165K	Buy	+891	New	+$158K	﹤0.01%	319

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Guardian Trust's ESS Position: Q4 2018 in Review

Capital Guardian Trust sold out of Essex Property Trust (ESS) in Q4 2018, closing a stake of 458 shares — an estimated $113K sold.

Capital Guardian Trust first reported a position in ESS in Q2 2014 and held it in 3 quarters. The position peaked at $165K in Q2 2014. 490 funds tracked by Wall St. Rank hold ESS as of Q4 2018.

Capital Guardian Trust reported no remaining Essex Property Trust position as of Q4 2018 after selling out during the quarter.
Capital Guardian Trust sold 458 Essex Property Trust shares in Q4 2018, an estimated $113K.
Capital Guardian Trust first reported a position in Essex Property Trust in Q2 2014 and held it in 3 quarters.
Capital Guardian Trust's Essex Property Trust position peaked at $165K in Q2 2014.
490 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2018.

Based on Capital Guardian Trust's 13F filing for Q4 2018, filed 14 Feb 2019.