FineMark National Bank & Trust’s Essex Property Trust ESS Stock Holding History

FineMark National Bank & Trust’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
2017 Q1	–	Sell	-727	Closed	-$170K	–	563
2016 Q4	$170K	Buy	727 +712	+4,747%	+$154K	0.01%	368
2016 Q3	$3K	Sell	15 -100	-87%	-$22.7K	﹤0.01%	1113
2016 Q2	$26K	Hold	115	–	–	﹤0.01%	768
2016 Q1	$27K	Hold	115	–	–	﹤0.01%	720
2015 Q4	$28K	Hold	115	–	–	﹤0.01%	743
2015 Q3	$25K	Hold	115	–	–	﹤0.01%	797
2015 Q2	$24K	Sell	115 -100	-47%	-$22.1K	﹤0.01%	840
2015 Q1	$49K	Hold	215	–	–	0.01%	676
2014 Q4	$44K	Hold	215	–	–	0.01%	699
2014 Q3	$39K	Buy	215 +200	+1,333%	+$37.7K	0.01%	700
2014 Q2	$3K	Buy	+15	New	+$2.65K	﹤0.01%	1228

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

FineMark National Bank & Trust's ESS Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Essex Property Trust (ESS) in Q1 2017, closing a stake of 727 shares — an estimated $170K sold.

FineMark National Bank & Trust first reported a position in ESS in Q2 2014 and held it in 11 quarters. The position peaked at $170K in Q4 2016. 399 funds tracked by Wall St. Rank hold ESS as of Q1 2017.

FineMark National Bank & Trust reported no remaining Essex Property Trust position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 727 Essex Property Trust shares in Q1 2017, an estimated $170K.
FineMark National Bank & Trust first reported a position in Essex Property Trust in Q2 2014 and held it in 11 quarters.
FineMark National Bank & Trust's Essex Property Trust position peaked at $170K in Q4 2016.
399 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.