Orrstown Financial Services’s Essex Property Trust ESS Stock Holding History

Orrstown Financial Services’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 Q2	–	Sell	-110	Closed	-$25K	–	270
2017 Q1	$25K	Sell	110 -8	-7%	-$1.83K	0.03%	186
2016 Q4	$25K	Hold	118	–	–	0.03%	163
2016 Q3	$26K	Hold	118	–	–	0.03%	160
2016 Q2	$27K	Hold	118	–	–	0.03%	139
2016 Q1	$28K	Hold	118	–	–	0.03%	120
2015 Q4	$28K	Hold	118	–	–	0.03%	123
2015 Q3	$26K	Hold	118	–	–	0.03%	129
2015 Q2	$25K	Hold	118	–	–	0.03%	138
2015 Q1	$27K	Hold	118	–	–	0.03%	136
2014 Q4	$24K	Hold	118	–	–	0.03%	145
2014 Q3	$21K	Hold	118	–	–	0.02%	145
2014 Q2	$22K	Buy	+118	New	+$20.9K	0.02%	140

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Orrstown Financial Services's ESS Position: Q2 2017 in Review

Orrstown Financial Services sold out of Essex Property Trust (ESS) in Q2 2017, closing a stake of 110 shares — an estimated $25K sold.

Orrstown Financial Services first reported a position in ESS in Q2 2014 and held it in 12 quarters. The position peaked at $28K in Q1 2016. 424 funds tracked by Wall St. Rank hold ESS as of Q2 2017.

Orrstown Financial Services reported no remaining Essex Property Trust position as of Q2 2017 after selling out during the quarter.
Orrstown Financial Services sold 110 Essex Property Trust shares in Q2 2017, an estimated $25K.
Orrstown Financial Services first reported a position in Essex Property Trust in Q2 2014 and held it in 12 quarters.
Orrstown Financial Services's Essex Property Trust position peaked at $28K in Q1 2016.
424 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2017.

Based on Orrstown Financial Services's 13F filing for Q2 2017, filed 17 Jul 2017.