Shine Investment Advisory Services’s Essex Property Trust ESS Stock Holding History

Shine Investment Advisory Services’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 Q3	$22K	Hold	110	–	–	0.01%	434
2020 Q2	$25K	Sell	110 -50	-31%	-$12K	0.01%	420
2020 Q1	$35K	Hold	160	–	–	0.02%	326
2019 Q4	$48K	Sell	160 -15	-9%	-$4.74K	0.02%	331
2019 Q3	$57K	Buy	+175	New	+$54.7K	0.03%	280
2019 Q2	–	Hold	0	–	–	–	391
2019 Q1	–	Hold	0	–	–	–	388

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $51.1B AUM 35.55% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Shine Investment Advisory Services's ESS Position: Q3 2020 in Review

Shine Investment Advisory Services held its Essex Property Trust (ESS) position steady in Q3 2020 at 110 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #434.

Shine Investment Advisory Services first reported a position in ESS in Q3 2019 and has held it in 5 quarters since. The position peaked at $57K in Q3 2019. 478 funds tracked by Wall St. Rank hold ESS as of Q3 2020.

Shine Investment Advisory Services held 110 shares of Essex Property Trust worth $22K as of Q3 2020.
Shine Investment Advisory Services left its Essex Property Trust share count unchanged in Q3 2020.
Essex Property Trust made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #434 holding.
Shine Investment Advisory Services first reported a position in Essex Property Trust in Q3 2019 and has held it in 5 quarters since.
Shine Investment Advisory Services's Essex Property Trust position peaked at $57K in Q3 2019.
478 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.