Destination Wealth Management’s Essex Property Trust ESS Stock Holding History

Destination Wealth Management’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 Q1	–	Sell	-820	Closed	-$247K	–	166
2019 Q4	$247K	Sell	820 -22	-3%	-$6.95K	0.01%	144
2019 Q3	$275K	Hold	842	–	–	0.01%	128
2019 Q2	$246K	Buy	842 +22	+3%	+$6.34K	0.01%	134
2019 Q1	$237K	Hold	820	–	–	0.01%	136
2018 Q4	$201K	Hold	820	–	–	0.01%	144
2018 Q3	$202K	Buy	+820	New	+$197K	0.01%	148
2016 Q4	–	Sell	-1,291	Closed	-$288K	–	173
2016 Q3	$288K	Buy	+1,291	New	+$294K	0.02%	134

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Destination Wealth Management's ESS Position: Q1 2020 in Review

Destination Wealth Management sold out of Essex Property Trust (ESS) in Q1 2020, closing a stake of 820 shares — an estimated $247K sold.

Destination Wealth Management first reported a position in ESS in Q3 2016 and held it in 7 quarters. The position peaked at $288K in Q3 2016. 493 funds tracked by Wall St. Rank hold ESS as of Q1 2020.

Destination Wealth Management reported no remaining Essex Property Trust position as of Q1 2020 after selling out during the quarter.
Destination Wealth Management sold 820 Essex Property Trust shares in Q1 2020, an estimated $247K.
Destination Wealth Management first reported a position in Essex Property Trust in Q3 2016 and held it in 7 quarters.
Destination Wealth Management's Essex Property Trust position peaked at $288K in Q3 2016.
493 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2020.

Based on Destination Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.