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Cornerstone Advisors (Washington)’s Essex Property Trust ESS Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q3 		$12K Sell
58
-15
-21% -$3.27K ﹤0.01% 417
2020
Q2 		$17K Buy
73
+7
+11% +$1.68K ﹤0.01% 389
2020
Q1 		$15K Buy
66
+18
+38% +$5.17K ﹤0.01% 373
2019
Q4 		$14K Buy
48
+8
+20% +$2.53K ﹤0.01% 383
2019
Q3 		$13K Buy
40
+21
+111% +$6.57K ﹤0.01% 377
2019
Q2 		$6K Sell
19
-71
-79% -$20.5K ﹤0.01% 883
2019
Q1 		$26K Buy
90
+7
+8% +$1.91K ﹤0.01% 543
2018
Q4 		$20K Buy
83
+3
+4% +$756 ﹤0.01% 505
2018
Q3 		$20K Hold
80
– – 0.01% 531
2018
Q2 		$19K Sell
80
-40
-33% -$9.53K 0.01% 514
2018
Q1 		$29K Buy
120
+84
+233% +$19.4K 0.02% 414
2017
Q4 		$9K Hold
36
– – 0.01% 592
2017
Q3 		$9K Hold
36
– – 0.01% 590
2017
Q2 		$9K Sell
36
-52
-59% -$13.1K 0.01% 589
2017
Q1 		$20K Hold
88
– – 0.01% 494
2016
Q4 		$20K Sell
88
-8
-8% -$1.73K 0.02% 488
2016
Q3 		$21K Buy
96
+88
+1,100% +$20K 0.02% 477
2016
Q2 		$2K Hold
8
– – ﹤0.01% 719
2016
Q1 		$2K Hold
8
– – ﹤0.01% 716
2015
Q4 		$2K Hold
8
– – ﹤0.01% 717
2015
Q3 		$2K Hold
8
– – ﹤0.01% 710
2015
Q2 		$2K Hold
8
– – ﹤0.01% 581
2015
Q1 		$2K Hold
8
– – ﹤0.01% 601
2014
Q4 		$2K Buy
+8
New +$1.58K ﹤0.01% 572

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cornerstone Advisors (Washington)'s ESS Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its Essex Property Trust (ESS) stake by 21% in Q3 2020, selling an estimated $3.27K and leaving 58 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Cornerstone Advisors (Washington) first reported a position in ESS in Q4 2014 and has held it in 24 quarters since. The position peaked at $29K in Q1 2018. 478 funds tracked by Wall St. Rank hold ESS as of Q3 2020.

  • Cornerstone Advisors (Washington) held 58 shares of Essex Property Trust worth $12K as of Q3 2020.
  • Cornerstone Advisors (Washington) sold 15 Essex Property Trust shares in Q3 2020, an estimated $3.27K.
  • Essex Property Trust made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #417 holding.
  • Cornerstone Advisors (Washington) first reported a position in Essex Property Trust in Q4 2014 and has held it in 24 quarters since.
  • Cornerstone Advisors (Washington)'s Essex Property Trust position peaked at $29K in Q1 2018.
  • 478 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.