Gideon Capital Advisors’s Essex Property Trust ESS Stock Holding History

Gideon Capital Advisors’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
2019 Q3	–	Sell	-3,260	Closed	-$952K	–	324
2019 Q2	$952K	Sell	3,260 -4,421	-58%	-$1.27M	0.33%	118
2019 Q1	$2.22M	Sell	7,681 -363	-5%	-$99K	0.79%	21
2018 Q4	$1.97M	Buy	+8,044	New	+$2.03M	0.8%	17
2017 Q4	–	Sell	-929	Closed	-$236K	–	323
2017 Q3	$236K	Sell	929 -2,142	-70%	-$559K	0.23%	214
2017 Q2	$790K	Buy	3,071 +1,649	+116%	+$415K	0.87%	13
2017 Q1	$329K	Buy	+1,422	New	+$326K	0.2%	216
2016 Q4	–	Sell	-8,492	Closed	-$1.89M	–	415
2016 Q3	$1.89M	Buy	+8,492	New	+$1.93M	1.14%	25
2016 Q1	–	Sell	-3,929	Closed	-$941K	–	173
2015 Q4	$941K	Buy	+3,929	New	+$902K	0.68%	56
2015 Q2	–	Sell	-7,436	Closed	-$1.71M	–	258
2015 Q1	$1.71M	Buy	+7,436	New	+$1.68M	0.69%	49
2014 Q1	–	Sell	-1,785	Closed	-$256K	–	228
2013 Q4	$256K	Buy	+1,785	New	+$274K	0.15%	158

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gideon Capital Advisors's ESS Position: Q3 2019 in Review

Gideon Capital Advisors sold out of Essex Property Trust (ESS) in Q3 2019, closing a stake of 3,260 shares — an estimated $952K sold.

Gideon Capital Advisors first reported a position in ESS in Q4 2013 and held it in 10 quarters. The position peaked at $2.22M in Q1 2019. 508 funds tracked by Wall St. Rank hold ESS as of Q3 2019.

Gideon Capital Advisors reported no remaining Essex Property Trust position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 3,260 Essex Property Trust shares in Q3 2019, an estimated $952K.
Gideon Capital Advisors first reported a position in Essex Property Trust in Q4 2013 and held it in 10 quarters.
Gideon Capital Advisors's Essex Property Trust position peaked at $2.22M in Q1 2019.
508 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.