RIM
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Rampart Investment Management’s Essex Property Trust ESS Stock Holding History

Rampart 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
2020
Q3 		– Sell
-504
Closed -$116K – 448
2020
Q2 		$116K Sell
504
-50
-9% -$12K 0.02% 444
2020
Q1 		$122K Sell
554
-3,843
-87% -$1.1M 0.06% 285
2019
Q4 		$1.32M Buy
4,397
+50
+1% +$15.8K 0.16% 180
2019
Q3 		$1.42M Sell
4,347
-648
-13% -$203K 0.18% 175
2019
Q2 		$1.46M Sell
4,995
-295
-6% -$85K 0.17% 176
2019
Q1 		$1.53M Buy
5,290
+4,601
+668% +$1.26M 0.17% 176
2018
Q4 		$169K Sell
689
-1,505
-69% -$379K 0.05% 296
2018
Q3 		$181K Sell
2,194
-4,464
-67% -$1.08M 0.08% 268
2018
Q2 		$1.59M Buy
6,658
+5,952
+843% +$1.42M 0.16% 186
2018
Q1 		$170K Sell
706
-97
-12% -$22.4K 0.02% 467
2017
Q4 		$194K Sell
803
-97
-11% -$24.5K 0.07% 284
2017
Q3 		$229K Buy
900
+142
+19% +$37.1K 0.08% 281
2017
Q2 		$195K Buy
758
+576
+316% +$145K 0.07% 303
2017
Q1 		$42K Buy
+182
New +$41.7K 0.02% 298

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 $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rampart Investment Management's ESS Position: Q3 2020 in Review

Rampart Investment Management sold out of Essex Property Trust (ESS) in Q3 2020, closing a stake of 504 shares — an estimated $116K sold.

Rampart Investment Management first reported a position in ESS in Q1 2017 and held it in 14 quarters. The position peaked at $1.59M in Q2 2018. 478 funds tracked by Wall St. Rank hold ESS as of Q3 2020.

  • Rampart Investment Management reported no remaining Essex Property Trust position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 504 Essex Property Trust shares in Q3 2020, an estimated $116K.
  • Rampart Investment Management first reported a position in Essex Property Trust in Q1 2017 and held it in 14 quarters.
  • Rampart Investment Management's Essex Property Trust position peaked at $1.59M in Q2 2018.
  • 478 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.