Magnus Financial Group’s Essex Property Trust ESS Stock Holding History

Magnus Financial Group’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
2020 Q1	–	Sell	-707	Closed	-$213K	–	591
2019 Q4	$213K	Buy	707 +3	+0.4%	+$948	0.03%	472
2019 Q3	$230K	Hold	704	–	–	0.04%	384
2019 Q2	$206K	Hold	704	–	–	0.04%	450
2019 Q1	$204K	Buy	+704	New	+$192K	0.04%	429

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Magnus Financial Group's ESS Position: Q1 2020 in Review

Magnus Financial Group sold out of Essex Property Trust (ESS) in Q1 2020, closing a stake of 707 shares — an estimated $213K sold.

Magnus Financial Group first reported a position in ESS in Q1 2019 and held it in 4 quarters. The position peaked at $230K in Q3 2019. 493 funds tracked by Wall St. Rank hold ESS as of Q1 2020.

Magnus Financial Group reported no remaining Essex Property Trust position as of Q1 2020 after selling out during the quarter.
Magnus Financial Group sold 707 Essex Property Trust shares in Q1 2020, an estimated $213K.
Magnus Financial Group first reported a position in Essex Property Trust in Q1 2019 and held it in 4 quarters.
Magnus Financial Group's Essex Property Trust position peaked at $230K in Q3 2019.
493 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2020.

Based on Magnus Financial Group's 13F filing for Q1 2020, filed 11 May 2020.