Guardian Investor Services’s Essex Property Trust ESS Stock Holding History

Guardian Investor Services’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
2015 Q1	$102K	Hold	444	–	–	0.08%	288
2014 Q4	$92K	Hold	444	–	–	0.07%	311
2014 Q3	$79K	Sell	444 -23	-5%	-$4.34K	0.06%	338
2014 Q2	$86K	Buy	+467	New	+$82.6K	0.07%	335

Other funds holding ESS

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Guardian Investor Services's ESS Position: Q1 2015 in Review

Guardian Investor Services held its Essex Property Trust (ESS) position steady in Q1 2015 at 444 shares worth $102K. The position accounts for 0.08% of the portfolio, ranked #288.

Guardian Investor Services first reported a position in ESS in Q2 2014 and has held it in 4 quarters since. 399 funds tracked by Wall St. Rank hold ESS as of Q1 2015.

Guardian Investor Services held 444 shares of Essex Property Trust worth $102K as of Q1 2015.
Guardian Investor Services left its Essex Property Trust share count unchanged in Q1 2015.
Essex Property Trust made up 0.08% of Guardian Investor Services's portfolio in Q1 2015, its #288 holding.
Guardian Investor Services first reported a position in Essex Property Trust in Q2 2014 and has held it in 4 quarters since.
399 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.