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Stone Toro Investment Advisers’s Essex Property Trust ESS Stock Holding History

Stone Toro Investment Advisers’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
2014
Q2 		– Sell
-3,500
Closed -$595K – 89
2014
Q1 		$595K Buy
+3,500
New +$564K 0.84% 30

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return

Stone Toro Investment Advisers's ESS Position: Q2 2014 in Review

Stone Toro Investment Advisers sold out of Essex Property Trust (ESS) in Q2 2014, closing a stake of 3,500 shares — an estimated $595K sold.

Stone Toro Investment Advisers first reported a position in ESS in Q1 2014 and held it in 1 quarter. The position peaked at $595K in Q1 2014. 354 funds tracked by Wall St. Rank hold ESS as of Q2 2014.

  • Stone Toro Investment Advisers reported no remaining Essex Property Trust position as of Q2 2014 after selling out during the quarter.
  • Stone Toro Investment Advisers sold 3,500 Essex Property Trust shares in Q2 2014, an estimated $595K.
  • Stone Toro Investment Advisers first reported a position in Essex Property Trust in Q1 2014 and held it in 1 quarter.
  • Stone Toro Investment Advisers's Essex Property Trust position peaked at $595K in Q1 2014.
  • 354 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2014.

Based on Stone Toro Investment Advisers's 13F filing for Q2 2014, filed 28 Jul 2014.