Wealthcare Capital Management’s Essex Property Trust ESS Stock Holding History

Wealthcare Capital 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
2020 Q1	–	Sell	-7	Closed	-$2K	–	381
2019 Q4	$2K	Buy	+7	New	+$2.21K	﹤0.01%	446
2015 Q2	–	Sell	-8	Closed	-$2K	–	538
2015 Q1	$2K	Buy	+8	New	+$1.81K	﹤0.01%	805

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthcare Capital Management's ESS Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Essex Property Trust (ESS) in Q1 2020, closing a stake of 7 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in ESS in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 493 funds tracked by Wall St. Rank hold ESS as of Q1 2020.

Wealthcare Capital Management reported no remaining Essex Property Trust position as of Q1 2020 after selling out during the quarter.
Wealthcare Capital Management sold 7 Essex Property Trust shares in Q1 2020, an estimated $2K.
Wealthcare Capital Management first reported a position in Essex Property Trust in Q1 2015 and held it in 2 quarters.
Wealthcare Capital Management's Essex Property Trust position peaked at $2K in Q4 2019.
493 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.