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Joel Isaacson & Co’s Essex Property Trust ESS Stock Holding History

Joel Isaacson & Co’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
2016
Q2 		– Sell
-7
Closed -$2K – 734
2016
Q1 		$2K Hold
7
– – ﹤0.01% 720
2015
Q4 		$2K Buy
+7
New +$1.61K ﹤0.01% 684

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Joel Isaacson & Co's ESS Position: Q2 2016 in Review

Joel Isaacson & Co sold out of Essex Property Trust (ESS) in Q2 2016, closing a stake of 7 shares — an estimated $2K sold.

Joel Isaacson & Co first reported a position in ESS in Q4 2015 and held it in 2 quarters. The position peaked at $2K in Q1 2016. 432 funds tracked by Wall St. Rank hold ESS as of Q2 2016.

  • Joel Isaacson & Co reported no remaining Essex Property Trust position as of Q2 2016 after selling out during the quarter.
  • Joel Isaacson & Co sold 7 Essex Property Trust shares in Q2 2016, an estimated $2K.
  • Joel Isaacson & Co first reported a position in Essex Property Trust in Q4 2015 and held it in 2 quarters.
  • Joel Isaacson & Co's Essex Property Trust position peaked at $2K in Q1 2016.
  • 432 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2016.

Based on Joel Isaacson & Co's 13F filing for Q2 2016, filed 22 Jul 2016.