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Foresters Investment Management’s Essex Property Trust ESS Stock Holding History

Foresters Investment 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
Q3 		– Sell
-311
Closed -$74K – 380
2018
Q2 		$74K Sell
311
-5,741
-95% -$1.37M ﹤0.01% 339
2018
Q1 		$1.46M Hold
6,052
– – 0.02% 323
2017
Q4 		$1.46M Hold
6,052
– – 0.02% 335
2017
Q3 		$1.54M Hold
6,052
– – 0.03% 323
2017
Q2 		$1.56M Sell
6,052
-3,833
-39% -$964K 0.03% 320
2017
Q1 		$2.29M Hold
9,885
– – 0.04% 294
2016
Q4 		$2.28M Buy
9,885
+1,318
+15% +$285K 0.04% 296
2016
Q3 		$1.91M Sell
8,567
-1,402
-14% -$319K 0.04% 291
2016
Q2 		$2.27M Buy
+9,969
New +$2.23M 0.04% 286

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Foresters Investment Management's ESS Position: Q3 2018 in Review

Foresters Investment Management sold out of Essex Property Trust (ESS) in Q3 2018, closing a stake of 311 shares — an estimated $74K sold.

Foresters Investment Management first reported a position in ESS in Q2 2016 and held it in 9 quarters. The position peaked at $2.29M in Q1 2017. 452 funds tracked by Wall St. Rank hold ESS as of Q3 2018.

  • Foresters Investment Management reported no remaining Essex Property Trust position as of Q3 2018 after selling out during the quarter.
  • Foresters Investment Management sold 311 Essex Property Trust shares in Q3 2018, an estimated $74K.
  • Foresters Investment Management first reported a position in Essex Property Trust in Q2 2016 and held it in 9 quarters.
  • Foresters Investment Management's Essex Property Trust position peaked at $2.29M in Q1 2017.
  • 452 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2018.

Based on Foresters Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.