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

Legacy 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
2019
Q2 		– Sell
-72
Closed -$21K – 362
2019
Q1 		$21K Buy
72
+10
+16% +$2.73K 0.01% 442
2018
Q4 		$15K Buy
62
+7
+13% +$1.76K 0.01% 464
2018
Q3 		$13K Hold
55
– – ﹤0.01% 453
2018
Q2 		$13K Buy
55
+6
+12% +$1.43K ﹤0.01% 453
2018
Q1 		$11K Buy
49
+14
+40% +$3.23K ﹤0.01% 454
2017
Q4 		$8K Buy
+35
New +$8.83K ﹤0.01% 529

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 $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Legacy Financial Advisors's ESS Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Essex Property Trust (ESS) in Q2 2019, closing a stake of 72 shares — an estimated $21K sold.

Legacy Financial Advisors first reported a position in ESS in Q4 2017 and held it in 6 quarters. The position peaked at $21K in Q1 2019. 488 funds tracked by Wall St. Rank hold ESS as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Essex Property Trust position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 72 Essex Property Trust shares in Q2 2019, an estimated $21K.
  • Legacy Financial Advisors first reported a position in Essex Property Trust in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Essex Property Trust position peaked at $21K in Q1 2019.
  • 488 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.