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WealthPLAN Partners’s Essex Property Trust ESS Stock Holding History

WealthPLAN Partners’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
2016
Q3 		– Sell
-59
Closed -$13 – 994
2016
Q2 		$13 Buy
+59
New +$13.2K ﹤0.01% 2511
2015
Q4 		$38 Buy
+160
New +$36.7K ﹤0.01% 1680

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthPLAN Partners's ESS Position: Q3 2016 in Review

WealthPLAN Partners sold out of Essex Property Trust (ESS) in Q3 2016, closing a stake of 59 shares — an estimated $13 sold.

WealthPLAN Partners first reported a position in ESS in Q4 2015 and held it in 2 quarters. The position peaked at $38 in Q4 2015. 416 funds tracked by Wall St. Rank hold ESS as of Q3 2016.

  • WealthPLAN Partners reported no remaining Essex Property Trust position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 59 Essex Property Trust shares in Q3 2016, an estimated $13.
  • WealthPLAN Partners first reported a position in Essex Property Trust in Q4 2015 and held it in 2 quarters.
  • WealthPLAN Partners's Essex Property Trust position peaked at $38 in Q4 2015.
  • 416 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.