MU Investments Company’s Essex Property Trust ESS Stock Holding History

MU Investments 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 Q2	–	Sell	-1,410	Closed	-$328K	–	180
2016 Q1	$328K	Hold	1,410	–	–	0.21%	72
2015 Q4	$340K	Sell	1,410 -190	-12%	-$43.6K	0.2%	76
2015 Q3	$351K	Buy	+1,600	New	+$353K	0.19%	90

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MU Investments Company's ESS Position: Q2 2016 in Review

MU Investments Company sold out of Essex Property Trust (ESS) in Q2 2016, closing a stake of 1,410 shares — an estimated $328K sold.

MU Investments Company first reported a position in ESS in Q3 2015 and held it in 3 quarters. The position peaked at $351K in Q3 2015. 432 funds tracked by Wall St. Rank hold ESS as of Q2 2016.

MU Investments Company reported no remaining Essex Property Trust position as of Q2 2016 after selling out during the quarter.
MU Investments Company sold 1,410 Essex Property Trust shares in Q2 2016, an estimated $328K.
MU Investments Company first reported a position in Essex Property Trust in Q3 2015 and held it in 3 quarters.
MU Investments Company's Essex Property Trust position peaked at $351K in Q3 2015.
432 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2016.

Based on MU Investments Company's 13F filing for Q2 2016, filed 27 Jul 2016.