Samalin Investment Counsel’s Essex Property Trust ESS Stock Holding History

Samalin Investment Counsel’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 Q1	–	Sell	-42	Closed	-$12K	–	249
2019 Q4	$12K	Buy	+42	New	+$13.3K	0.01%	424

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Samalin Investment Counsel's ESS Position: Q1 2020 in Review

Samalin Investment Counsel sold out of Essex Property Trust (ESS) in Q1 2020, closing a stake of 42 shares — an estimated $12K sold.

Samalin Investment Counsel first reported a position in ESS in Q4 2019 and held it in 1 quarter. The position peaked at $12K in Q4 2019. 492 funds tracked by Wall St. Rank hold ESS as of Q1 2020.

Samalin Investment Counsel reported no remaining Essex Property Trust position as of Q1 2020 after selling out during the quarter.
Samalin Investment Counsel sold 42 Essex Property Trust shares in Q1 2020, an estimated $12K.
Samalin Investment Counsel first reported a position in Essex Property Trust in Q4 2019 and held it in 1 quarter.
Samalin Investment Counsel's Essex Property Trust position peaked at $12K in Q4 2019.
492 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.