EWM
ESS icon

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

Evercore 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
2018
Q1 		– Sell
-74
Closed -$18K – 480
2017
Q4 		$18K Buy
+74
New +$18.7K ﹤0.01% 740
2016
Q4 		– Sell
-17
Closed -$4K – 1041
2016
Q3 		$4K Hold
17
– – ﹤0.01% 952
2016
Q2 		$4K Hold
17
– – ﹤0.01% 944
2016
Q1 		$4K Hold
17
– – ﹤0.01% 872
2015
Q4 		$4K Buy
+17
New +$3.9K ﹤0.01% 933
2015
Q3 		– Sell
-33
Closed -$7K – 978
2015
Q2 		$7K Buy
+33
New +$7.31K ﹤0.01% 958
2013
Q4 		– Sell
-26
Closed -$4K – 882
2013
Q3 		$4K Buy
+26
New +$4.03K ﹤0.01% 882

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return