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Kissinger Financial Services’s Essex Property Trust ESS Stock Holding History

Kissinger Financial Services’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
Q2 		$2.08M Sell
8,097
-48
-0.6% -$12.1K 2.07% 17
2017
Q1 		$1.89M Sell
8,145
-13
-0.2% -$2.98K 1.94% 19
2016
Q4 		$1.9M Sell
8,158
-22
-0.3% -$4.76K 1.99% 17
2016
Q3 		$1.82M Buy
+8,180
New +$1.86M 1.99% 16

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kissinger Financial Services's ESS Position: Q2 2017 in Review

Kissinger Financial Services reduced its Essex Property Trust (ESS) stake by 0.59% in Q2 2017, selling an estimated $12.1K and leaving 8,097 shares worth $2.08M. The position accounts for 2.07% of the portfolio, ranked #17.

Kissinger Financial Services first reported a position in ESS in Q3 2016 and has held it in 4 quarters since. 424 funds tracked by Wall St. Rank hold ESS as of Q2 2017.

  • Kissinger Financial Services held 8,097 shares of Essex Property Trust worth $2.08M as of Q2 2017.
  • Kissinger Financial Services sold 48 Essex Property Trust shares in Q2 2017, an estimated $12.1K.
  • Essex Property Trust made up 2.07% of Kissinger Financial Services's portfolio in Q2 2017, its #17 holding.
  • Kissinger Financial Services first reported a position in Essex Property Trust in Q3 2016 and has held it in 4 quarters since.
  • 424 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2017.

Based on Kissinger Financial Services's 13F filing for Q2 2017, filed 11 Jul 2017.