Lourd Capital’s Essex Property Trust ESS Stock Holding History

Lourd Capital’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 Q1	–	Sell	-1,152	Closed	-$282K	–	181
2018 Q4	$282K	Buy	1,152 +14	+1%	+$3.53K	0.02%	207
2018 Q3	$281K	Buy	+1,138	New	+$274K	0.02%	230
2018 Q1	–	Sell	-3,122	Closed	-$754K	–	186
2017 Q4	$754K	Buy	+3,122	New	+$788K	0.05%	99

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lourd Capital's ESS Position: Q1 2019 in Review

Lourd Capital sold out of Essex Property Trust (ESS) in Q1 2019, closing a stake of 1,152 shares — an estimated $282K sold.

Lourd Capital first reported a position in ESS in Q4 2017 and held it in 3 quarters. The position peaked at $754K in Q4 2017. 498 funds tracked by Wall St. Rank hold ESS as of Q1 2019.

Lourd Capital reported no remaining Essex Property Trust position as of Q1 2019 after selling out during the quarter.
Lourd Capital sold 1,152 Essex Property Trust shares in Q1 2019, an estimated $282K.
Lourd Capital first reported a position in Essex Property Trust in Q4 2017 and held it in 3 quarters.
Lourd Capital's Essex Property Trust position peaked at $754K in Q4 2017.
498 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.