EC
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Eachwin Capital’s Essex Property Trust ESS Stock Holding History

Eachwin Capital’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
2016
Q3 		$443K Hold
1,990
– – 0.41% 85
2016
Q2 		$454K Hold
1,990
– – 0.43% 72
2016
Q1 		$465K Sell
1,990
-217
-10% -$47.6K 0.45% 66
2015
Q4 		$528K Buy
+2,207
New +$507K 0.53% 37

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Eachwin Capital's ESS Position: Q3 2016 in Review

Eachwin Capital held its Essex Property Trust (ESS) position steady in Q3 2016 at 1,990 shares worth $443K. The position accounts for 0.41% of the portfolio, ranked #85.

Eachwin Capital first reported a position in ESS in Q4 2015 and has held it in 4 quarters since. The position peaked at $528K in Q4 2015. 415 funds tracked by Wall St. Rank hold ESS as of Q3 2016.

  • Eachwin Capital held 1,990 shares of Essex Property Trust worth $443K as of Q3 2016.
  • Eachwin Capital left its Essex Property Trust share count unchanged in Q3 2016.
  • Essex Property Trust made up 0.41% of Eachwin Capital's portfolio in Q3 2016, its #85 holding.
  • Eachwin Capital first reported a position in Essex Property Trust in Q4 2015 and has held it in 4 quarters since.
  • Eachwin Capital's Essex Property Trust position peaked at $528K in Q4 2015.
  • 415 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2016.

Based on Eachwin Capital's 13F filing for Q3 2016, filed 14 Nov 2016.