IBEX Wealth Advisors’s Essex Property Trust ESS Stock Holding History

IBEX Wealth Advisors’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 Q3	–	Sell	-498	Closed	-$145K	–	157
2019 Q2	$145K	Buy	+498	New	+$144K	0.04%	148

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 $3.37T AUM 44.26% 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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IBEX Wealth Advisors's ESS Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Essex Property Trust (ESS) in Q3 2019, closing a stake of 498 shares — an estimated $145K sold.

IBEX Wealth Advisors first reported a position in ESS in Q2 2019 and held it in 1 quarter. The position peaked at $145K in Q2 2019. 508 funds tracked by Wall St. Rank hold ESS as of Q3 2019.

IBEX Wealth Advisors reported no remaining Essex Property Trust position as of Q3 2019 after selling out during the quarter.
IBEX Wealth Advisors sold 498 Essex Property Trust shares in Q3 2019, an estimated $145K.
IBEX Wealth Advisors first reported a position in Essex Property Trust in Q2 2019 and held it in 1 quarter.
IBEX Wealth Advisors's Essex Property Trust position peaked at $145K in Q2 2019.
508 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.