GWM
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Gupta Wealth Management’s Essex Property Trust ESS Stock Holding History

Gupta Wealth 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
2016
Q1 		$33K Hold
141
– – 0.01% 539
2015
Q4 		$34K Hold
141
– – 0.01% 517
2015
Q3 		$32K Hold
141
– – 0.01% 548
2015
Q2 		$31K Buy
+141
New +$31.2K 0.01% 611

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Gupta Wealth Management's ESS Position: Q1 2016 in Review

Gupta Wealth Management held its Essex Property Trust (ESS) position steady in Q1 2016 at 141 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #539.

Gupta Wealth Management first reported a position in ESS in Q2 2015 and has held it in 4 quarters since. The position peaked at $34K in Q4 2015. 417 funds tracked by Wall St. Rank hold ESS as of Q1 2016.

  • Gupta Wealth Management held 141 shares of Essex Property Trust worth $33K as of Q1 2016.
  • Gupta Wealth Management left its Essex Property Trust share count unchanged in Q1 2016.
  • Essex Property Trust made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #539 holding.
  • Gupta Wealth Management first reported a position in Essex Property Trust in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's Essex Property Trust position peaked at $34K in Q4 2015.
  • 417 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.