Nuveen Fund Advisors
ESS icon

Nuveen Fund Advisors’s Essex Property Trust ESS Stock Holding History

Nuveen Fund Advisors’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
2017
Q3 		– Sell
-936
Closed -$241K – 372
2017
Q2 		$241K Sell
936
-1,049
-53% -$264K 0.04% 375
2017
Q1 		$460K Sell
1,985
-1,051
-35% -$241K 0.06% 302
2016
Q4 		$706K Sell
3,036
-1,648
-35% -$356K 0.1% 229
2016
Q3 		$1.04M Sell
4,684
-194
-4% -$44.1K 0.15% 184
2016
Q2 		$1.11M Buy
+4,878
New +$1.09M 0.17% 167

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Nuveen Fund Advisors's ESS Position: Q3 2017 in Review

Nuveen Fund Advisors sold out of Essex Property Trust (ESS) in Q3 2017, closing a stake of 936 shares — an estimated $241K sold.

Nuveen Fund Advisors first reported a position in ESS in Q2 2016 and held it in 5 quarters. The position peaked at $1.11M in Q2 2016. 432 funds tracked by Wall St. Rank hold ESS as of Q3 2017.

  • Nuveen Fund Advisors reported no remaining Essex Property Trust position as of Q3 2017 after selling out during the quarter.
  • Nuveen Fund Advisors sold 936 Essex Property Trust shares in Q3 2017, an estimated $241K.
  • Nuveen Fund Advisors first reported a position in Essex Property Trust in Q2 2016 and held it in 5 quarters.
  • Nuveen Fund Advisors's Essex Property Trust position peaked at $1.11M in Q2 2016.
  • 432 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2017.

Based on Nuveen Fund Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.