ERTS Wealth Advisors’s Essex Property Trust ESS Stock Holding History

ERTS Wealth Advisors’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 Q1	–	Sell	-50	Closed	-$12K	–	159
2018 Q4	$12K	Buy	+50	New	+$12.6K	0.01%	238

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 $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

ERTS Wealth Advisors's ESS Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of Essex Property Trust (ESS) in Q1 2019, closing a stake of 50 shares — an estimated $12K sold.

ERTS Wealth Advisors first reported a position in ESS in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 498 funds tracked by Wall St. Rank hold ESS as of Q1 2019.

ERTS Wealth Advisors reported no remaining Essex Property Trust position as of Q1 2019 after selling out during the quarter.
ERTS Wealth Advisors sold 50 Essex Property Trust shares in Q1 2019, an estimated $12K.
ERTS Wealth Advisors first reported a position in Essex Property Trust in Q4 2018 and held it in 1 quarter.
ERTS Wealth Advisors's Essex Property Trust position peaked at $12K in Q4 2018.
498 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.