Loomis, Sayles & Company
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Loomis, Sayles & Company’s Essex Property Trust ESS Stock Holding History

Loomis, Sayles & Company’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
2016
Q3 		– Sell
-19
Closed -$4K – 1031
2016
Q2 		$4K Buy
+19
New +$4.24K ﹤0.01% 883

Other funds holding ESS

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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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Loomis, Sayles & Company's ESS Position: Q3 2016 in Review

Loomis, Sayles & Company sold out of Essex Property Trust (ESS) in Q3 2016, closing a stake of 19 shares — an estimated $4K sold.

Loomis, Sayles & Company first reported a position in ESS in Q2 2016 and held it in 1 quarter. The position peaked at $4K in Q2 2016. 416 funds tracked by Wall St. Rank hold ESS as of Q3 2016.

  • Loomis, Sayles & Company reported no remaining Essex Property Trust position as of Q3 2016 after selling out during the quarter.
  • Loomis, Sayles & Company sold 19 Essex Property Trust shares in Q3 2016, an estimated $4K.
  • Loomis, Sayles & Company first reported a position in Essex Property Trust in Q2 2016 and held it in 1 quarter.
  • Loomis, Sayles & Company's Essex Property Trust position peaked at $4K in Q2 2016.
  • 416 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2016.

Based on Loomis, Sayles & Company's 13F filing for Q3 2016, filed 14 Nov 2016.