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Mountain Pacific Investment Advisers’s Essex Property Trust ESS Stock Holding History

Mountain Pacific Investment Advisers’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
Q3 		– Sell
-1,125
Closed -$258K – 127
2020
Q2 		$258K Sell
1,125
-933
-45% -$224K 0.02% 113
2020
Q1 		$453K Buy
+2,058
New +$591K 0.05% 90
2018
Q4 		– Sell
-495
Closed -$122K – 148
2018
Q3 		$122K Buy
+495
New +$119K 0.01% 136

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mountain Pacific Investment Advisers's ESS Position: Q3 2020 in Review

Mountain Pacific Investment Advisers sold out of Essex Property Trust (ESS) in Q3 2020, closing a stake of 1,125 shares — an estimated $258K sold.

Mountain Pacific Investment Advisers first reported a position in ESS in Q3 2018 and held it in 3 quarters. The position peaked at $453K in Q1 2020. 477 funds tracked by Wall St. Rank hold ESS as of Q3 2020.

  • Mountain Pacific Investment Advisers reported no remaining Essex Property Trust position as of Q3 2020 after selling out during the quarter.
  • Mountain Pacific Investment Advisers sold 1,125 Essex Property Trust shares in Q3 2020, an estimated $258K.
  • Mountain Pacific Investment Advisers first reported a position in Essex Property Trust in Q3 2018 and held it in 3 quarters.
  • Mountain Pacific Investment Advisers's Essex Property Trust position peaked at $453K in Q1 2020.
  • 477 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2020.

Based on Mountain Pacific Investment Advisers's 13F filing for Q3 2020, filed 13 Oct 2020.