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Wealthfront’s Essex Property Trust ESS Stock Holding History

Wealthfront’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
2018
Q3 		$262K Hold
1,061
– – ﹤0.01% 465
2018
Q2 		$254K Sell
1,061
-1,882
-64% -$448K ﹤0.01% 457
2018
Q1 		$708K Sell
2,943
-42
-1% -$9.68K 0.01% 327
2017
Q4 		$720K Buy
2,985
+1,064
+55% +$268K 0.01% 281
2017
Q3 		$488K Buy
1,921
+366
+24% +$95.6K 0.01% 334
2017
Q2 		$400K Buy
1,555
+523
+51% +$131K 0.01% 325
2017
Q1 		$239K Buy
1,032
+158
+18% +$36.2K ﹤0.01% 382
2016
Q4 		$203K Buy
+874
New +$189K ﹤0.01% 375
2015
Q4 		– Sell
-711
Closed -$159K – 511
2015
Q3 		$159K Buy
711
+84
+13% +$18.5K 0.01% 319
2015
Q2 		$133K Sell
627
-66
-10% -$14.6K 0.01% 349
2015
Q1 		$159K Buy
693
+249
+56% +$56.4K 0.01% 293
2014
Q4 		$92K Buy
444
+185
+71% +$36.6K 0.01% 369
2014
Q3 		$46K Buy
259
+90
+53% +$17K ﹤0.01% 422
2014
Q2 		$31K Buy
+169
New +$29.9K ﹤0.01% 442

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthfront's ESS Position: Q3 2018 in Review

Wealthfront held its Essex Property Trust (ESS) position steady in Q3 2018 at 1,061 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Wealthfront first reported a position in ESS in Q2 2014 and has held it in 14 quarters since. The position peaked at $720K in Q4 2017. 452 funds tracked by Wall St. Rank hold ESS as of Q3 2018.

  • Wealthfront held 1,061 shares of Essex Property Trust worth $262K as of Q3 2018.
  • Wealthfront left its Essex Property Trust share count unchanged in Q3 2018.
  • Essex Property Trust made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #465 holding.
  • Wealthfront first reported a position in Essex Property Trust in Q2 2014 and has held it in 14 quarters since.
  • Wealthfront's Essex Property Trust position peaked at $720K in Q4 2017.
  • 452 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.