Israel Discount Bank of New York’s Essex Property Trust ESS Stock Holding History

Israel Discount Bank of New York’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 Q2	–	Sell	-170	Closed	-$49K	–	169
2019 Q1	$49K	Hold	170	–	–	0.03%	208
2018 Q4	$42K	Sell	170 -10	-6%	-$2.52K	0.03%	224
2018 Q3	$44K	Sell	180 -185	-51%	-$44.6K	0.03%	232
2018 Q2	$87K	Hold	365	–	–	0.06%	148
2018 Q1	$88K	Hold	365	–	–	0.06%	147
2017 Q4	$88K	Buy	365 +50	+16%	+$12.6K	0.06%	144
2017 Q3	$80K	Hold	315	–	–	0.06%	171
2017 Q2	$81K	Sell	315 -10	-3%	-$2.51K	0.06%	172
2017 Q1	$75K	Buy	325 +60	+23%	+$13.8K	0.06%	180
2016 Q4	$62K	Buy	+265	New	+$57.3K	0.06%	221

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Israel Discount Bank of New York's ESS Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of Essex Property Trust (ESS) in Q2 2019, closing a stake of 170 shares — an estimated $49K sold.

Israel Discount Bank of New York first reported a position in ESS in Q4 2016 and held it in 10 quarters. The position peaked at $88K in Q1 2018. 488 funds tracked by Wall St. Rank hold ESS as of Q2 2019.

Israel Discount Bank of New York reported no remaining Essex Property Trust position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 170 Essex Property Trust shares in Q2 2019, an estimated $49K.
Israel Discount Bank of New York first reported a position in Essex Property Trust in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's Essex Property Trust position peaked at $88K in Q1 2018.
488 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.