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Omnia Family Wealth’s Essex Property Trust ESS Stock Holding History

Omnia Family Wealth’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
-13
Closed -$3K – 644
2017
Q2 		$3K Hold
13
– – ﹤0.01% 507
2017
Q1 		$3K Hold
13
– – ﹤0.01% 502
2016
Q4 		$3K Buy
+13
New +$2.81K ﹤0.01% 508

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 $3.37T AUM 44.26% 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

Omnia Family Wealth's ESS Position: Q3 2017 in Review

Omnia Family Wealth sold out of Essex Property Trust (ESS) in Q3 2017, closing a stake of 13 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in ESS in Q4 2016 and held it in 3 quarters. The position peaked at $3K in Q2 2017. 432 funds tracked by Wall St. Rank hold ESS as of Q3 2017.

  • Omnia Family Wealth reported no remaining Essex Property Trust position as of Q3 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 13 Essex Property Trust shares in Q3 2017, an estimated $3K.
  • Omnia Family Wealth first reported a position in Essex Property Trust in Q4 2016 and held it in 3 quarters.
  • Omnia Family Wealth's Essex Property Trust position peaked at $3K in Q2 2017.
  • 432 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2017.

Based on Omnia Family Wealth's 13F filing for Q3 2017, filed 14 Nov 2017.