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Global Wealth Management Investment Advisory’s Essex Property Trust ESS Stock Holding History

Global Wealth Management Investment Advisory’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
Q4 		– Sell
-5
Closed -$2K – 648
2019
Q3 		$2K Hold
5
– – ﹤0.01% 506
2019
Q2 		$1K Hold
5
– – ﹤0.01% 624
2019
Q1 		$1K Hold
5
– – ﹤0.01% 616
2018
Q4 		$1K Buy
+5
New +$1.26K ﹤0.01% 636

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 $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Global Wealth Management Investment Advisory's ESS Position: Q4 2019 in Review

Global Wealth Management Investment Advisory sold out of Essex Property Trust (ESS) in Q4 2019, closing a stake of 5 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in ESS in Q4 2018 and held it in 4 quarters. The position peaked at $2K in Q3 2019. 538 funds tracked by Wall St. Rank hold ESS as of Q4 2019.

  • Global Wealth Management Investment Advisory reported no remaining Essex Property Trust position as of Q4 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 5 Essex Property Trust shares in Q4 2019, an estimated $2K.
  • Global Wealth Management Investment Advisory first reported a position in Essex Property Trust in Q4 2018 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's Essex Property Trust position peaked at $2K in Q3 2019.
  • 538 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2019, filed 14 Feb 2020.