Harvest Investment Services’s Essex Property Trust ESS Stock Holding History

Harvest Investment 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
2019 Q4	–	Sell	-829	Closed	-$269K	–	160
2019 Q3	$269K	Buy	+829	New	+$259K	0.14%	125

Other funds holding ESS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harvest Investment Services's ESS Position: Q4 2019 in Review

Harvest Investment Services sold out of Essex Property Trust (ESS) in Q4 2019, closing a stake of 829 shares — an estimated $269K sold.

Harvest Investment Services first reported a position in ESS in Q3 2019 and held it in 1 quarter. The position peaked at $269K in Q3 2019. 538 funds tracked by Wall St. Rank hold ESS as of Q4 2019.

Harvest Investment Services reported no remaining Essex Property Trust position as of Q4 2019 after selling out during the quarter.
Harvest Investment Services sold 829 Essex Property Trust shares in Q4 2019, an estimated $269K.
Harvest Investment Services first reported a position in Essex Property Trust in Q3 2019 and held it in 1 quarter.
Harvest Investment Services's Essex Property Trust position peaked at $269K in Q3 2019.
538 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2019.

Based on Harvest Investment Services's 13F filing for Q4 2019, filed 17 Jan 2020.