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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 $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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rowland Carmichael Advisors's ESS Position: Q4 2018 in Review

Rowland Carmichael Advisors sold out of Essex Property Trust (ESS) in Q4 2018, closing a stake of 2,100 shares — an estimated $518K sold.

Rowland Carmichael Advisors first reported a position in ESS in Q2 2016 and held it in 10 quarters. The position peaked at $518K in Q3 2018. 490 funds tracked by Wall St. Rank hold ESS as of Q4 2018.

  • Rowland Carmichael Advisors reported no remaining Essex Property Trust position as of Q4 2018 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 2,100 Essex Property Trust shares in Q4 2018, an estimated $518K.
  • Rowland Carmichael Advisors first reported a position in Essex Property Trust in Q2 2016 and held it in 10 quarters.
  • Rowland Carmichael Advisors's Essex Property Trust position peaked at $518K in Q3 2018.
  • 490 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2018, filed 10 Feb 2020.