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

EPG 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 Q2	–	Sell	-4	Closed	-$1K	–	330
2020 Q1	$1K	Sell	4 -2	-33%	-$575	﹤0.01%	732
2019 Q4	$2K	Buy	+6	New	+$1.9K	﹤0.01%	599

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

EPG Wealth Management's ESS Position: Q2 2020 in Review

EPG Wealth Management sold out of Essex Property Trust (ESS) in Q2 2020, closing a stake of 4 shares — an estimated $1K sold.

EPG Wealth Management first reported a position in ESS in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 499 funds tracked by Wall St. Rank hold ESS as of Q2 2020.

EPG Wealth Management reported no remaining Essex Property Trust position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 4 Essex Property Trust shares in Q2 2020, an estimated $1K.
EPG Wealth Management first reported a position in Essex Property Trust in Q4 2019 and held it in 2 quarters.
EPG Wealth Management's Essex Property Trust position peaked at $2K in Q4 2019.
499 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.