TAIM
ESS icon

TD Ameritrade Investment Management’s Essex Property Trust ESS Stock Holding History

TD Ameritrade Investment 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
2021
Q4 		– Sell
-53
Closed -$11K – 647
2021
Q3 		$11K Buy
+53
New +$17.1K ﹤0.01% 435
2021
Q2 		– Sell
-14
Closed -$3K – 645
2021
Q1 		$3K Hold
14
– – ﹤0.01% 558
2020
Q4 		$3K Sell
14
-39
-74% -$9K ﹤0.01% 558
2020
Q3 		$11K Hold
53
– – ﹤0.01% 435
2020
Q2 		$12K Sell
53
-3
-5% -$719 ﹤0.01% 413
2020
Q1 		$12K Sell
56
-280
-83% -$80.5K ﹤0.01% 400
2019
Q4 		$101K Buy
336
+45
+15% +$14.2K ﹤0.01% 244
2019
Q3 		$95K Sell
291
-79
-21% -$24.7K ﹤0.01% 217
2019
Q2 		$108K Buy
370
+206
+126% +$59.4K ﹤0.01% 199
2019
Q1 		$47K Sell
164
-200
-55% -$54.6K ﹤0.01% 248
2018
Q4 		$89K Buy
364
+207
+132% +$52.2K ﹤0.01% 194
2018
Q3 		$39K Buy
157
+137
+685% +$33K ﹤0.01% 226
2018
Q2 		$5K Buy
+20
New +$4.76K ﹤0.01% 260

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
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TD Ameritrade Investment Management's ESS Position: Q4 2021 in Review

TD Ameritrade Investment Management sold out of Essex Property Trust (ESS) in Q4 2021, closing a stake of 53 shares — an estimated $11K sold.

TD Ameritrade Investment Management first reported a position in ESS in Q2 2018 and held it in 13 quarters. The position peaked at $108K in Q2 2019. 559 funds tracked by Wall St. Rank hold ESS as of Q4 2021.

  • TD Ameritrade Investment Management reported no remaining Essex Property Trust position as of Q4 2021 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 53 Essex Property Trust shares in Q4 2021, an estimated $11K.
  • TD Ameritrade Investment Management first reported a position in Essex Property Trust in Q2 2018 and held it in 13 quarters.
  • TD Ameritrade Investment Management's Essex Property Trust position peaked at $108K in Q2 2019.
  • 559 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2021.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.