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Independent Portfolio Consultants’s Essex Property Trust ESS Stock Holding History

Independent Portfolio Consultants’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
Q2 		– Sell
-8
Closed -$2K – 913
2015
Q1 		$2K Buy
+8
New +$1.81K ﹤0.01% 856
2014
Q3 		– Sell
-28
Closed -$5K – 864
2014
Q2 		$5K Buy
+28
New +$4.95K ﹤0.01% 816

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Independent Portfolio Consultants's ESS Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of Essex Property Trust (ESS) in Q2 2015, closing a stake of 8 shares — an estimated $2K sold.

Independent Portfolio Consultants first reported a position in ESS in Q2 2014 and held it in 2 quarters. The position peaked at $5K in Q2 2014. 390 funds tracked by Wall St. Rank hold ESS as of Q2 2015.

  • Independent Portfolio Consultants reported no remaining Essex Property Trust position as of Q2 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 8 Essex Property Trust shares in Q2 2015, an estimated $2K.
  • Independent Portfolio Consultants first reported a position in Essex Property Trust in Q2 2014 and held it in 2 quarters.
  • Independent Portfolio Consultants's Essex Property Trust position peaked at $5K in Q2 2014.
  • 390 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.