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Robert N. Shapiro’s Essex Property Trust ESS Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$22K Buy
105
+24
+30% +$4.75K ﹤0.01% 604
2014
Q3 		$14K Buy
+81
New +$15.3K ﹤0.01% 664

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Robert N. Shapiro's ESS Position: Q4 2014 in Review

Robert N. Shapiro increased its Essex Property Trust (ESS) stake by 30% in Q4 2014, buying an estimated $4.75K and bringing the position to 105 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Robert N. Shapiro first reported a position in ESS in Q3 2014 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold ESS as of Q4 2014.

  • Robert N. Shapiro held 105 shares of Essex Property Trust worth $22K as of Q4 2014.
  • Robert N. Shapiro bought 24 Essex Property Trust shares in Q4 2014, an estimated $4.75K.
  • Essex Property Trust made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #604 holding.
  • Robert N. Shapiro first reported a position in Essex Property Trust in Q3 2014 and has held it in 2 quarters since.
  • 394 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.