Financial Architects (New Jersey)’s Essex Property Trust ESS Stock Holding History

Financial Architects (New Jersey)’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
2020 Q2	–	Sell	-7	Closed	-$2K	–	859
2020 Q1	$2K	Hold	7	–	–	﹤0.01%	775
2019 Q4	$2K	Hold	7	–	–	﹤0.01%	832
2019 Q3	$2K	Hold	7	–	–	﹤0.01%	901
2019 Q2	$2K	Sell	7 -97	-93%	-$28K	﹤0.01%	1084
2019 Q1	$30K	Sell	104 -1	-1%	-$273	0.01%	756
2018 Q4	$26K	Hold	105	–	–	0.01%	725
2018 Q3	$26K	Sell	105 -3	-3%	-$723	﹤0.01%	848
2018 Q2	$26K	Buy	108 +29	+37%	+$6.91K	﹤0.01%	738
2018 Q1	$19K	Sell	79 -4	-5%	-$922	﹤0.01%	897
2017 Q4	$20K	Hold	83	–	–	﹤0.01%	961
2017 Q3	$21K	Sell	83 -1	-1%	-$261	﹤0.01%	945
2017 Q2	$22K	Buy	84 +10	+14%	+$2.51K	﹤0.01%	922
2017 Q1	$17K	Buy	74 +2	+3%	+$459	﹤0.01%	979
2016 Q4	$17K	Hold	72	–	–	﹤0.01%	872
2016 Q3	$16K	Hold	72	–	–	﹤0.01%	890
2016 Q2	$16K	Buy	+72	New	+$16.1K	﹤0.01%	850
2015 Q3	–	Sell	-4	Closed	-$1K	–	431
2015 Q2	$1K	Buy	+4	New	+$886	﹤0.01%	1152

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 $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Architects (New Jersey)'s ESS Position: Q2 2020 in Review

Financial Architects (New Jersey) sold out of Essex Property Trust (ESS) in Q2 2020, closing a stake of 7 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in ESS in Q2 2015 and held it in 17 quarters. The position peaked at $30K in Q1 2019. 499 funds tracked by Wall St. Rank hold ESS as of Q2 2020.

Financial Architects (New Jersey) reported no remaining Essex Property Trust position as of Q2 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 7 Essex Property Trust shares in Q2 2020, an estimated $2K.
Financial Architects (New Jersey) first reported a position in Essex Property Trust in Q2 2015 and held it in 17 quarters.
Financial Architects (New Jersey)'s Essex Property Trust position peaked at $30K in Q1 2019.
499 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2020, filed 11 Aug 2020.