Dubuque Bank & Trust’s Essex Property Trust ESS Stock Holding History

Dubuque Bank & 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
2019 Q2	–	Sell	-115	Closed	-$33K	–	307
2019 Q1	$33K	Buy	+115	New	+$31.4K	0.01%	316
2018 Q3	–	Sell	-3	Closed	-$1K	–	658
2018 Q2	$1K	Hold	3	–	–	﹤0.01%	659
2018 Q1	$1K	Buy	+3	New	+$692	﹤0.01%	687

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

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

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

Dubuque Bank & Trust's ESS Position: Q2 2019 in Review

Dubuque Bank & Trust sold out of Essex Property Trust (ESS) in Q2 2019, closing a stake of 115 shares — an estimated $33K sold.

Dubuque Bank & Trust first reported a position in ESS in Q1 2018 and held it in 3 quarters. The position peaked at $33K in Q1 2019. 488 funds tracked by Wall St. Rank hold ESS as of Q2 2019.

Dubuque Bank & Trust reported no remaining Essex Property Trust position as of Q2 2019 after selling out during the quarter.
Dubuque Bank & Trust sold 115 Essex Property Trust shares in Q2 2019, an estimated $33K.
Dubuque Bank & Trust first reported a position in Essex Property Trust in Q1 2018 and held it in 3 quarters.
Dubuque Bank & Trust's Essex Property Trust position peaked at $33K in Q1 2019.
488 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2019.

Based on Dubuque Bank & Trust's 13F filing for Q2 2019, filed 10 Jul 2019.