Essex Savings Bank’s Essex Property Trust ESS Stock Holding History

Essex Savings Bank’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 Q3	–	Sell	-2	Closed	-$1K	–	317
2019 Q2	$1K	Hold	2	–	–	﹤0.01%	743
2019 Q1	$1K	Hold	2	–	–	﹤0.01%	633
2018 Q4	$0	Buy	+2	New	+$504	﹤0.01%	668

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Essex Savings Bank's ESS Position: Q3 2019 in Review

Essex Savings Bank sold out of Essex Property Trust (ESS) in Q3 2019, closing a stake of 2 shares — an estimated $1K sold.

Essex Savings Bank first reported a position in ESS in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 507 funds tracked by Wall St. Rank hold ESS as of Q3 2019.

Essex Savings Bank reported no remaining Essex Property Trust position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 2 Essex Property Trust shares in Q3 2019, an estimated $1K.
Essex Savings Bank first reported a position in Essex Property Trust in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's Essex Property Trust position peaked at $1K in Q2 2019.
507 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.