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Marino Stram & Associates’s Essex Property Trust ESS Stock Holding History

Marino Stram & Associates’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
-4
Closed -$1K – 230
2019
Q1 		$1K Hold
4
– – ﹤0.01% 581
2018
Q4 		$1K Buy
+4
New +$1.01K ﹤0.01% 552

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 $3.38T AUM 44.17% 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

Marino Stram & Associates's ESS Position: Q2 2019 in Review

Marino Stram & Associates sold out of Essex Property Trust (ESS) in Q2 2019, closing a stake of 4 shares — an estimated $1K sold.

Marino Stram & Associates first reported a position in ESS in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 488 funds tracked by Wall St. Rank hold ESS as of Q2 2019.

  • Marino Stram & Associates reported no remaining Essex Property Trust position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 4 Essex Property Trust shares in Q2 2019, an estimated $1K.
  • Marino Stram & Associates first reported a position in Essex Property Trust in Q4 2018 and held it in 2 quarters.
  • Marino Stram & Associates's Essex Property Trust position peaked at $1K in Q1 2019.
  • 488 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.