Shelton Capital Management’s Essex Property Trust ESS Stock Holding History

Shelton Capital Management’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 Q2	–	Sell	-238	Closed	-$823	–	855
2019 Q1	$823	Sell	238 -585	-71%	-$160K	﹤0.01%	823
2018 Q4	$202K	Hold	823	–	–	0.01%	702
2018 Q3	$203K	Buy	+823	New	+$198K	0.01%	865
2018 Q2	–	Sell	-863	Closed	-$208K	–	867
2018 Q1	$208K	Hold	863	–	–	0.01%	763
2017 Q4	$208K	Buy	+863	New	+$218K	0.01%	799
2014 Q2	–	Sell	-4,094	Closed	-$696K	–	802
2014 Q1	$696K	Hold	4,094	–	–	0.1%	209
2013 Q4	$588K	Hold	4,094	–	–	0.09%	251
2013 Q3	$605K	Hold	4,094	–	–	0.1%	227
2013 Q2	$651K	Buy	+4,094	New	+$644K	0.12%	185

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 $3.37T AUM 44.26% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Shelton Capital Management's ESS Position: Q2 2019 in Review

Shelton Capital Management sold out of Essex Property Trust (ESS) in Q2 2019, closing a stake of 238 shares — an estimated $823 sold.

Shelton Capital Management first reported a position in ESS in Q2 2013 and held it in 9 quarters. The position peaked at $696K in Q1 2014. 488 funds tracked by Wall St. Rank hold ESS as of Q2 2019.

Shelton Capital Management reported no remaining Essex Property Trust position as of Q2 2019 after selling out during the quarter.
Shelton Capital Management sold 238 Essex Property Trust shares in Q2 2019, an estimated $823.
Shelton Capital Management first reported a position in Essex Property Trust in Q2 2013 and held it in 9 quarters.
Shelton Capital Management's Essex Property Trust position peaked at $696K in Q1 2014.
488 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2019.

Based on Shelton Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.