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People's United Financial’s Essex Property Trust ESS Stock Holding History

People's United Financial’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
Q3 		– Sell
-1,622
Closed -$388K – 769
2018
Q2 		$388K Sell
1,622
-35
-2% -$8.34K 0.01% 646
2018
Q1 		$399K Sell
1,657
-178
-10% -$41K 0.01% 556
2017
Q4 		$443K Buy
+1,835
New +$463K 0.01% 539
2017
Q3 		– Sell
-90
Closed -$23K – 648
2017
Q2 		$23K Buy
+90
New +$22.6K ﹤0.01% 815

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

People's United Financial's ESS Position: Q3 2018 in Review

People's United Financial sold out of Essex Property Trust (ESS) in Q3 2018, closing a stake of 1,622 shares — an estimated $388K sold.

People's United Financial first reported a position in ESS in Q2 2017 and held it in 4 quarters. The position peaked at $443K in Q4 2017. 452 funds tracked by Wall St. Rank hold ESS as of Q3 2018.

  • People's United Financial reported no remaining Essex Property Trust position as of Q3 2018 after selling out during the quarter.
  • People's United Financial sold 1,622 Essex Property Trust shares in Q3 2018, an estimated $388K.
  • People's United Financial first reported a position in Essex Property Trust in Q2 2017 and held it in 4 quarters.
  • People's United Financial's Essex Property Trust position peaked at $443K in Q4 2017.
  • 452 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2018.

Based on People's United Financial's 13F filing for Q3 2018, filed 13 Nov 2018.