SNC
ESS icon

Stifel Nicolaus & Co’s Essex Property Trust ESS Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$683K Buy
4,623
+534
+13% +$82.8K 0.01% 780
2013
Q2 		$650K Buy
+4,089
New +$644K 0.01% 762

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Stifel Nicolaus & Co's ESS Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Essex Property Trust (ESS) stake by 13% in Q3 2013, buying an estimated $82.8K and bringing the position to 4,623 shares worth $683K. The position accounts for 0.01% of the portfolio, ranked #780.

Stifel Nicolaus & Co first reported a position in ESS in Q2 2013 and has held it in 2 quarters since. 253 funds tracked by Wall St. Rank hold ESS as of Q3 2013.

  • Stifel Nicolaus & Co held 4,623 shares of Essex Property Trust worth $683K as of Q3 2013.
  • Stifel Nicolaus & Co bought 534 Essex Property Trust shares in Q3 2013, an estimated $82.8K.
  • Essex Property Trust made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #780 holding.
  • Stifel Nicolaus & Co first reported a position in Essex Property Trust in Q2 2013 and has held it in 2 quarters since.
  • 253 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.