DCM
ESS icon

Dynamic Capital Management’s Essex Property Trust ESS Stock Holding History

Dynamic Capital 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
2017
Q4 		– Sell
-2,260
Closed -$574K – 258
2017
Q3 		$574K Buy
2,260
+360
+19% +$94K 0.16% 168
2017
Q2 		$489K Buy
1,900
+200
+12% +$50.3K 0.11% 171
2017
Q1 		$394K Buy
+1,700
New +$390K 0.06% 233
2016
Q4 		– Sell
-17,779
Closed -$3.96M – 404
2016
Q3 		$3.96M Buy
+17,779
New +$4.04M 0.51% 46
2014
Q1 		– Sell
-25,280
Closed -$3.63M – 429
2013
Q4 		$3.63M Buy
25,280
+18,312
+263% +$2.81M 0.68% 25
2013
Q3 		$1.03M Buy
+6,968
New +$1.08M 0.23% 148

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return