ESB
WRI

Essex Savings Bank’s Weingarten Realty Investors WRI Stock Holding History

Essex Savings Bank’s Portfolio WRI Stock Details WRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-55
Closed -$2K – 662
2019
Q2 		$2K Hold
55
– – ﹤0.01% 736
2019
Q1 		$2K Hold
55
– – ﹤0.01% 624
2018
Q4 		$1K Buy
+55
New +$1.53K ﹤0.01% 660

Other funds holding WRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Essex Savings Bank sold out of Weingarten Realty Investors (WRI) in Q3 2019, closing a stake of 55 shares — an estimated $2K sold.

Essex Savings Bank first reported a position in WRI in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 293 funds tracked by Wall St. Rank hold WRI as of Q3 2019.

  • Essex Savings Bank reported no remaining Weingarten Realty Investors position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 55 Weingarten Realty Investors shares in Q3 2019, an estimated $2K.
  • Essex Savings Bank first reported a position in Weingarten Realty Investors in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Weingarten Realty Investors position peaked at $2K in Q2 2019.
  • 293 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q3 2019.

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