Old Mutual Customised Solutions’s Essex Property Trust ESS Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$120K	Hold	500	–	–	0.01%	649
2018 Q1	$120K	Hold	500	–	–	0.01%	641
2017 Q4	$121K	Hold	500	–	–	0.01%	629
2017 Q3	$127K	Hold	500	–	–	0.02%	628
2017 Q2	$129K	Sell	500 -1,300	-72%	-$327K	0.02%	608
2017 Q1	$417K	Buy	1,800 +300	+20%	+$68.8K	0.06%	349
2016 Q4	$349K	Buy	1,500 +500	+50%	+$108K	0.06%	359
2016 Q3	$223K	Hold	1,000	–	–	0.06%	357
2016 Q2	$228K	Buy	+1,000	New	+$223K	0.06%	387
2013 Q3	–	Sell	-400	Closed	-$64K	–	922
2013 Q2	$64K	Buy	+400	New	+$63K	0.02%	668

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Old Mutual Customised Solutions's ESS Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Essex Property Trust (ESS) position steady in Q2 2018 at 500 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #649.

Old Mutual Customised Solutions first reported a position in ESS in Q2 2013 and has held it in 10 quarters since. The position peaked at $417K in Q1 2017. 462 funds tracked by Wall St. Rank hold ESS as of Q2 2018.

Old Mutual Customised Solutions held 500 shares of Essex Property Trust worth $120K as of Q2 2018.
Old Mutual Customised Solutions left its Essex Property Trust share count unchanged in Q2 2018.
Essex Property Trust made up 0.01% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #649 holding.
Old Mutual Customised Solutions first reported a position in Essex Property Trust in Q2 2013 and has held it in 10 quarters since.
Old Mutual Customised Solutions's Essex Property Trust position peaked at $417K in Q1 2017.
462 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.