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Kingsview Wealth Management’s Essex Property Trust ESS Stock Holding History

Kingsview Wealth 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
2018
Q1 		– Sell
-1,350
Closed -$326K – 385
2017
Q4 		$326K Hold
1,350
– – 0.12% 233
2017
Q3 		$343K Hold
1,350
– – 0.15% 194
2017
Q2 		$347K Hold
1,350
– – 0.18% 163
2017
Q1 		$313K Buy
+1,350
New +$310K 0.19% 165

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
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

Kingsview Wealth Management's ESS Position: Q1 2018 in Review

Kingsview Wealth Management sold out of Essex Property Trust (ESS) in Q1 2018, closing a stake of 1,350 shares — an estimated $326K sold.

Kingsview Wealth Management first reported a position in ESS in Q1 2017 and held it in 4 quarters. The position peaked at $347K in Q2 2017. 445 funds tracked by Wall St. Rank hold ESS as of Q1 2018.

  • Kingsview Wealth Management reported no remaining Essex Property Trust position as of Q1 2018 after selling out during the quarter.
  • Kingsview Wealth Management sold 1,350 Essex Property Trust shares in Q1 2018, an estimated $326K.
  • Kingsview Wealth Management first reported a position in Essex Property Trust in Q1 2017 and held it in 4 quarters.
  • Kingsview Wealth Management's Essex Property Trust position peaked at $347K in Q2 2017.
  • 445 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2018.

Based on Kingsview Wealth Management's 13F filing for Q1 2018, filed 29 Jan 2020.