RCA
ESS icon

Rowland Carmichael Advisors’s Essex Property Trust ESS Stock Holding History

Rowland Carmichael Advisors’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
Q4 		– Sell
-2,100
Closed -$518K – 320
2018
Q3 		$518K Buy
2,100
+100
+5% +$24.1K 0.2% 129
2018
Q2 		$478K Buy
2,000
+200
+11% +$47.6K 0.2% 133
2018
Q1 		$433K Hold
1,800
– – 0.24% 128
2017
Q4 		$434K Hold
1,800
– – 0.22% 132
2017
Q3 		$457K Hold
1,800
– – 0.25% 125
2017
Q2 		$463K Hold
1,800
– – 0.27% 119
2017
Q1 		$417K Hold
1,800
– – 0.25% 122
2016
Q4 		$419K Hold
1,800
– – 0.25% 124
2016
Q3 		$401K Buy
1,800
+250
+16% +$56.9K 0.26% 123
2016
Q2 		$354K Buy
+1,550
New +$346K 0.22% 139

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return