Rehmann Capital Advisory Group’s Essex Property Trust ESS Stock Holding History

Rehmann Capital Advisory Group’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 Q3	$49K	Sell	150 -14	-9%	-$4.38K	0.01%	620
2019 Q2	$47.9K	Sell	164 -7	-4%	-$2.02K	0.01%	850
2019 Q1	$49.5K	Sell	171 -1	-0.6%	-$273	0.01%	815
2018 Q4	$42.2K	Buy	172 +11	+7%	+$2.77K	0.01%	633
2018 Q3	$39.7K	Hold	161	–	–	0.01%	888
2018 Q2	$38.5K	Buy	161 +20	+14%	+$4.76K	0.01%	876
2018 Q1	$34K	Buy	+141	New	+$32.5K	0.01%	895

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Rehmann Capital Advisory Group's ESS Position: Q3 2019 in Review

Rehmann Capital Advisory Group reduced its Essex Property Trust (ESS) stake by 8.5% in Q3 2019, selling an estimated $4.38K and leaving 150 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #620.

Rehmann Capital Advisory Group first reported a position in ESS in Q1 2018 and has held it in 7 quarters since. The position peaked at $49.5K in Q1 2019. 508 funds tracked by Wall St. Rank hold ESS as of Q3 2019.

Rehmann Capital Advisory Group held 150 shares of Essex Property Trust worth $49K as of Q3 2019.
Rehmann Capital Advisory Group sold 14 Essex Property Trust shares in Q3 2019, an estimated $4.38K.
Essex Property Trust made up 0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #620 holding.
Rehmann Capital Advisory Group first reported a position in Essex Property Trust in Q1 2018 and has held it in 7 quarters since.
Rehmann Capital Advisory Group's Essex Property Trust position peaked at $49.5K in Q1 2019.
508 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.