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JOYN Advisors’s Essex Property Trust ESS Stock Holding History

JOYN 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
2019
Q1 		– Sell
-106
Closed -$26K – 512
2018
Q4 		$26K Buy
106
+28
+36% +$7.06K 0.01% 559
2018
Q3 		$19K Buy
78
+18
+30% +$4.33K ﹤0.01% 701
2018
Q2 		$14K Buy
60
+57
+1,900% +$13.6K ﹤0.01% 779
2018
Q1 		$1K Buy
+3
New +$692 ﹤0.01% 1173

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JOYN Advisors's ESS Position: Q1 2019 in Review

JOYN Advisors sold out of Essex Property Trust (ESS) in Q1 2019, closing a stake of 106 shares — an estimated $26K sold.

JOYN Advisors first reported a position in ESS in Q1 2018 and held it in 4 quarters. The position peaked at $26K in Q4 2018. 498 funds tracked by Wall St. Rank hold ESS as of Q1 2019.

  • JOYN Advisors reported no remaining Essex Property Trust position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 106 Essex Property Trust shares in Q1 2019, an estimated $26K.
  • JOYN Advisors first reported a position in Essex Property Trust in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Essex Property Trust position peaked at $26K in Q4 2018.
  • 498 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.