Nelson Capital Management’s Essex Property Trust ESS Stock Holding History

Nelson Capital Management’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 Q4	–	Sell	-260	Closed	-$85K	–	160
2019 Q3	$85K	Hold	260	–	–	0.02%	122
2019 Q2	$76K	Hold	260	–	–	0.02%	128
2019 Q1	$75K	Hold	260	–	–	0.02%	116
2018 Q4	$64K	Hold	260	–	–	0.02%	119
2018 Q3	$64K	Hold	260	–	–	0.01%	118
2018 Q2	$62K	Sell	260 -67	-20%	-$16K	0.02%	116
2018 Q1	$79K	Hold	327	–	–	0.02%	113
2017 Q4	$79K	Buy	+327	New	+$82.5K	0.02%	112
2017 Q3	–	Sell	-304	Closed	-$78K	–	252
2017 Q2	$78K	Hold	304	–	–	0.03%	111
2017 Q1	$70K	Hold	304	–	–	0.02%	113
2016 Q4	$71K	Hold	304	–	–	0.02%	108
2016 Q3	$68K	Buy	+304	New	+$69.2K	0.02%	111

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 $3.37T AUM 44.26% 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

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

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

Nelson Capital Management's ESS Position: Q4 2019 in Review

Nelson Capital Management sold out of Essex Property Trust (ESS) in Q4 2019, closing a stake of 260 shares — an estimated $85K sold.

Nelson Capital Management first reported a position in ESS in Q3 2016 and held it in 12 quarters. The position peaked at $85K in Q3 2019. 538 funds tracked by Wall St. Rank hold ESS as of Q4 2019.

Nelson Capital Management reported no remaining Essex Property Trust position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 260 Essex Property Trust shares in Q4 2019, an estimated $85K.
Nelson Capital Management first reported a position in Essex Property Trust in Q3 2016 and held it in 12 quarters.
Nelson Capital Management's Essex Property Trust position peaked at $85K in Q3 2019.
538 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.