HH
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HWG Holdings’s Essex Property Trust ESS Stock Holding History

HWG Holdings’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 		$23K Sell
76
-20
-21% -$6.32K 0.02% 93
2019
Q3 		$31K Buy
+96
New +$30K 0.03% 90

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 $3.37T AUM 44.26% 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

HWG Holdings's ESS Position: Q4 2019 in Review

HWG Holdings reduced its Essex Property Trust (ESS) stake by 21% in Q4 2019, selling an estimated $6.32K and leaving 76 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #93.

HWG Holdings first reported a position in ESS in Q3 2019 and has held it in 2 quarters since. The position peaked at $31K in Q3 2019. 538 funds tracked by Wall St. Rank hold ESS as of Q4 2019.

  • HWG Holdings held 76 shares of Essex Property Trust worth $23K as of Q4 2019.
  • HWG Holdings sold 20 Essex Property Trust shares in Q4 2019, an estimated $6.32K.
  • Essex Property Trust made up 0.02% of HWG Holdings's portfolio in Q4 2019, its #93 holding.
  • HWG Holdings first reported a position in Essex Property Trust in Q3 2019 and has held it in 2 quarters since.
  • HWG Holdings's Essex Property Trust position peaked at $31K in Q3 2019.
  • 538 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2019.

Based on HWG Holdings's 13F filing for Q4 2019, filed 9 Jan 2020.