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

Johanson 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
2020
Q1 		– Sell
-119,885
Closed -$398K – 135
2019
Q4 		$398K Buy
+119,885
New +$37.9M 0.02% 200

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Johanson Financial Advisors's ESS Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Essex Property Trust (ESS) in Q1 2020, closing a stake of 119,885 shares — an estimated $398K sold.

Johanson Financial Advisors first reported a position in ESS in Q4 2019 and held it in 1 quarter. The position peaked at $398K in Q4 2019. 492 funds tracked by Wall St. Rank hold ESS as of Q1 2020.

  • Johanson Financial Advisors reported no remaining Essex Property Trust position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 119,885 Essex Property Trust shares in Q1 2020, an estimated $398K.
  • Johanson Financial Advisors first reported a position in Essex Property Trust in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's Essex Property Trust position peaked at $398K in Q4 2019.
  • 492 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.