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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evercore Wealth Management's ESS Position: Q1 2018 in Review

Evercore Wealth Management sold out of Essex Property Trust (ESS) in Q1 2018, closing a stake of 74 shares — an estimated $18K sold.

Evercore Wealth Management first reported a position in ESS in Q3 2013 and held it in 7 quarters. The position peaked at $18K in Q4 2017. 445 funds tracked by Wall St. Rank hold ESS as of Q1 2018.

  • Evercore Wealth Management reported no remaining Essex Property Trust position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 74 Essex Property Trust shares in Q1 2018, an estimated $18K.
  • Evercore Wealth Management first reported a position in Essex Property Trust in Q3 2013 and held it in 7 quarters.
  • Evercore Wealth Management's Essex Property Trust position peaked at $18K in Q4 2017.
  • 445 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.