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Clarfeld Financial Advisors’s Essex Property Trust ESS Stock Holding History

Clarfeld Financial 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
2018
Q4 		$4K Buy
+14
New +$3.53K ﹤0.01% 359

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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clarfeld Financial Advisors's ESS Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Essex Property Trust (ESS) in Q4 2018: 14 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #359 among its holdings.

490 funds tracked by Wall St. Rank hold ESS as of Q4 2018.

  • Clarfeld Financial Advisors held 14 shares of Essex Property Trust worth $4K as of Q4 2018.
  • Essex Property Trust was a new Clarfeld Financial Advisors position in Q4 2018.
  • Essex Property Trust made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #359 holding.
  • 490 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.