SFPG
ESS icon

Stonebridge Financial Planning Group’s Essex Property Trust ESS Stock Holding History

Stonebridge Financial Planning Group’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
Q2 		– Sell
-29
Closed -$7K – 395
2020
Q1 		$7K Buy
+29
New +$8.33K 0.01% 335

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stonebridge Financial Planning Group's ESS Position: Q2 2020 in Review

Stonebridge Financial Planning Group sold out of Essex Property Trust (ESS) in Q2 2020, closing a stake of 29 shares — an estimated $7K sold.

Stonebridge Financial Planning Group first reported a position in ESS in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 499 funds tracked by Wall St. Rank hold ESS as of Q2 2020.

  • Stonebridge Financial Planning Group reported no remaining Essex Property Trust position as of Q2 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 29 Essex Property Trust shares in Q2 2020, an estimated $7K.
  • Stonebridge Financial Planning Group first reported a position in Essex Property Trust in Q1 2020 and held it in 1 quarter.
  • Stonebridge Financial Planning Group's Essex Property Trust position peaked at $7K in Q1 2020.
  • 499 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2020, filed 24 Jul 2020.