WealthOne’s Essex Property Trust ESS Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-55	Closed	-$13K	–	212
2018 Q4	$13K	Buy	+55	New	+$13.9K	0.01%	340

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

WealthOne's ESS Position: Q1 2019 in Review

WealthOne sold out of Essex Property Trust (ESS) in Q1 2019, closing a stake of 55 shares — an estimated $13K sold.

WealthOne first reported a position in ESS in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 498 funds tracked by Wall St. Rank hold ESS as of Q1 2019.

WealthOne reported no remaining Essex Property Trust position as of Q1 2019 after selling out during the quarter.
WealthOne sold 55 Essex Property Trust shares in Q1 2019, an estimated $13K.
WealthOne first reported a position in Essex Property Trust in Q4 2018 and held it in 1 quarter.
WealthOne's Essex Property Trust position peaked at $13K in Q4 2018.
498 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.