PWM
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Paulson Wealth Management’s Essex Property Trust ESS Stock Holding History

Paulson 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
2018
Q1 		– Sell
-58
Closed -$14K – 236
2017
Q4 		$14K Buy
+58
New +$14.6K 0.01% 327

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Paulson Wealth Management's ESS Position: Q1 2018 in Review

Paulson Wealth Management sold out of Essex Property Trust (ESS) in Q1 2018, closing a stake of 58 shares — an estimated $14K sold.

Paulson Wealth Management first reported a position in ESS in Q4 2017 and held it in 1 quarter. The position peaked at $14K in Q4 2017. 443 funds tracked by Wall St. Rank hold ESS as of Q1 2018.

  • Paulson Wealth Management reported no remaining Essex Property Trust position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 58 Essex Property Trust shares in Q1 2018, an estimated $14K.
  • Paulson Wealth Management first reported a position in Essex Property Trust in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Essex Property Trust position peaked at $14K in Q4 2017.
  • 443 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.