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JNBA Financial Advisors’s Essex Property Trust ESS Stock Holding History

JNBA Financial 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
2021
Q1 		– Sell
-75
Closed -$18K – 654
2020
Q4 		$18K Hold
75
– – ﹤0.01% 376
2020
Q3 		$15K Hold
75
– – ﹤0.01% 371
2020
Q2 		$17K Hold
75
– – ﹤0.01% 350
2020
Q1 		$17K Hold
75
– – ﹤0.01% 322
2019
Q4 		$23K Hold
75
– – ﹤0.01% 334
2019
Q3 		$24K Hold
75
– – ﹤0.01% 310
2019
Q2 		$22K Hold
75
– – ﹤0.01% 329
2019
Q1 		$22K Hold
75
– – ﹤0.01% 316
2018
Q4 		$18K Buy
+75
New +$18.9K ﹤0.01% 309
2016
Q4 		– Sell
-109
Closed -$24K – 748
2016
Q3 		$24K Buy
+109
New +$24.8K ﹤0.01% 749

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JNBA Financial Advisors's ESS Position: Q1 2021 in Review

JNBA Financial Advisors sold out of Essex Property Trust (ESS) in Q1 2021, closing a stake of 75 shares — an estimated $18K sold.

JNBA Financial Advisors first reported a position in ESS in Q3 2016 and held it in 10 quarters. The position peaked at $24K in Q3 2019. 518 funds tracked by Wall St. Rank hold ESS as of Q1 2021.

  • JNBA Financial Advisors reported no remaining Essex Property Trust position as of Q1 2021 after selling out during the quarter.
  • JNBA Financial Advisors sold 75 Essex Property Trust shares in Q1 2021, an estimated $18K.
  • JNBA Financial Advisors first reported a position in Essex Property Trust in Q3 2016 and held it in 10 quarters.
  • JNBA Financial Advisors's Essex Property Trust position peaked at $24K in Q3 2019.
  • 518 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2021.

Based on JNBA Financial Advisors's 13F filing for Q1 2021, filed 3 May 2021.