Parisi Gray Wealth Management’s Essex Property Trust ESS Stock Holding History

Parisi Gray Wealth 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
2019 Q2	–	Sell	-59	Closed	-$17K	–	220
2019 Q1	$17K	Hold	59	–	–	0.01%	329
2018 Q4	$14K	Hold	59	–	–	0.01%	350
2018 Q3	$14K	Hold	59	–	–	0.01%	364
2018 Q2	$14K	Hold	59	–	–	0.01%	368
2018 Q1	$14K	Buy	59 +1	+2%	+$231	0.01%	379
2017 Q4	$14K	Buy	+58	New	+$14.6K	0.01%	391

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parisi Gray Wealth Management's ESS Position: Q2 2019 in Review

Parisi Gray Wealth Management sold out of Essex Property Trust (ESS) in Q2 2019, closing a stake of 59 shares — an estimated $17K sold.

Parisi Gray Wealth Management first reported a position in ESS in Q4 2017 and held it in 6 quarters. The position peaked at $17K in Q1 2019. 488 funds tracked by Wall St. Rank hold ESS as of Q2 2019.

Parisi Gray Wealth Management reported no remaining Essex Property Trust position as of Q2 2019 after selling out during the quarter.
Parisi Gray Wealth Management sold 59 Essex Property Trust shares in Q2 2019, an estimated $17K.
Parisi Gray Wealth Management first reported a position in Essex Property Trust in Q4 2017 and held it in 6 quarters.
Parisi Gray Wealth Management's Essex Property Trust position peaked at $17K in Q1 2019.
488 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2019.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.