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Clearwater Capital Advisors’s Essex Property Trust ESS Stock Holding History

Clearwater Capital 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
Q2 		– Sell
-97
Closed -$23K – 295
2018
Q1 		$23K Buy
+97
New +$22.4K ﹤0.01% 371

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clearwater Capital Advisors's ESS Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Essex Property Trust (ESS) in Q2 2018, closing a stake of 97 shares — an estimated $23K sold.

Clearwater Capital Advisors first reported a position in ESS in Q1 2018 and held it in 1 quarter. The position peaked at $23K in Q1 2018. 462 funds tracked by Wall St. Rank hold ESS as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Essex Property Trust position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 97 Essex Property Trust shares in Q2 2018, an estimated $23K.
  • Clearwater Capital Advisors first reported a position in Essex Property Trust in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Essex Property Trust position peaked at $23K in Q1 2018.
  • 462 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.