PIM
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Parasol Investment Management’s Essex Property Trust ESS Stock Holding History

Parasol Investment 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
2017
Q1 		$7K Hold
30
– – 0.01% 85
2016
Q4 		$7K Buy
+30
New +$6.49K 0.01% 148

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Parasol Investment Management's ESS Position: Q1 2017 in Review

Parasol Investment Management held its Essex Property Trust (ESS) position steady in Q1 2017 at 30 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #85.

Parasol Investment Management first reported a position in ESS in Q4 2016 and has held it in 2 quarters since. 399 funds tracked by Wall St. Rank hold ESS as of Q1 2017.

  • Parasol Investment Management held 30 shares of Essex Property Trust worth $7K as of Q1 2017.
  • Parasol Investment Management left its Essex Property Trust share count unchanged in Q1 2017.
  • Essex Property Trust made up 0.01% of Parasol Investment Management's portfolio in Q1 2017, its #85 holding.
  • Parasol Investment Management first reported a position in Essex Property Trust in Q4 2016 and has held it in 2 quarters since.
  • 399 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.