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Jupiter Investment Management’s Essex Property Trust ESS Stock Holding History

Jupiter Investment Management’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
2017
Q3 		– Sell
-8,171
Closed -$2.1M – 389
2017
Q2 		$2.1M Buy
+8,171
New +$2.05M 0.03% 219
2014
Q1 		– Sell
-3,800
Closed -$545K – 365
2013
Q4 		$545K Buy
+3,800
New +$584K 0.05% 263

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Jupiter Investment Management's ESS Position: Q3 2017 in Review

Jupiter Investment Management sold out of Essex Property Trust (ESS) in Q3 2017, closing a stake of 8,171 shares — an estimated $2.1M sold.

Jupiter Investment Management first reported a position in ESS in Q4 2013 and held it in 2 quarters. The position peaked at $2.1M in Q2 2017. 432 funds tracked by Wall St. Rank hold ESS as of Q3 2017.

  • Jupiter Investment Management reported no remaining Essex Property Trust position as of Q3 2017 after selling out during the quarter.
  • Jupiter Investment Management sold 8,171 Essex Property Trust shares in Q3 2017, an estimated $2.1M.
  • Jupiter Investment Management first reported a position in Essex Property Trust in Q4 2013 and held it in 2 quarters.
  • Jupiter Investment Management's Essex Property Trust position peaked at $2.1M in Q2 2017.
  • 432 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2017.

Based on Jupiter Investment Management's 13F filing for Q3 2017, filed 1 Nov 2017.