Iowa State Bank’s Essex Property Trust ESS Stock Holding History

Iowa State Bank’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	-1,555	Closed	-$508K	–	135
2019 Q3	$508K	Hold	1,555	–	–	0.19%	89
2019 Q2	$454K	Hold	1,555	–	–	0.2%	78
2019 Q1	$450K	Hold	1,555	–	–	0.21%	77
2018 Q4	$381K	Hold	1,555	–	–	0.19%	78
2018 Q3	$384K	Hold	1,555	–	–	0.17%	81
2018 Q2	$372K	Hold	1,555	–	–	0.18%	80
2018 Q1	$374K	Hold	1,555	–	–	0.18%	78
2017 Q4	$375K	Hold	1,555	–	–	0.17%	78
2017 Q3	$395K	Hold	1,555	–	–	0.19%	72
2017 Q2	$400K	Sell	1,555 -10	-0.6%	-$2.51K	0.19%	72
2017 Q1	$362K	Hold	1,565	–	–	0.18%	70
2016 Q4	$364K	Hold	1,565	–	–	0.19%	69
2016 Q3	$349K	Sell	1,565 -22	-1%	-$5K	0.19%	67
2016 Q2	$362K	Hold	1,587	–	–	0.2%	66
2016 Q1	$371K	Sell	1,587 -80	-5%	-$17.5K	0.21%	65
2015 Q4	$399K	Sell	1,667 -115	-6%	-$26.4K	0.24%	61
2015 Q3	$398K	Buy	+1,782	New	+$393K	0.27%	61

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 $57.6B AUM 8.03% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Iowa State Bank's ESS Position: Q4 2019 in Review

Iowa State Bank sold out of Essex Property Trust (ESS) in Q4 2019, closing a stake of 1,555 shares — an estimated $508K sold.

Iowa State Bank first reported a position in ESS in Q3 2015 and held it in 17 quarters. The position peaked at $508K in Q3 2019. 538 funds tracked by Wall St. Rank hold ESS as of Q4 2019.

Iowa State Bank reported no remaining Essex Property Trust position as of Q4 2019 after selling out during the quarter.
Iowa State Bank sold 1,555 Essex Property Trust shares in Q4 2019, an estimated $508K.
Iowa State Bank first reported a position in Essex Property Trust in Q3 2015 and held it in 17 quarters.
Iowa State Bank's Essex Property Trust position peaked at $508K in Q3 2019.
538 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2019.

Based on Iowa State Bank's 13F filing for Q4 2019, filed 21 Jan 2020.