WFG Advisors’s Essex Property Trust ESS Stock Holding History

WFG Advisors’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
2017 Q2	$15K	Hold	59	–	–	﹤0.01%	1022
2017 Q1	$14K	Hold	59	–	–	﹤0.01%	980
2016 Q4	$14K	Hold	59	–	–	﹤0.01%	1018
2016 Q3	$13K	Hold	59	–	–	﹤0.01%	1045
2016 Q2	$13K	Hold	59	–	–	﹤0.01%	1013
2016 Q1	$14K	Hold	59	–	–	﹤0.01%	959
2015 Q4	$14K	Hold	59	–	–	﹤0.01%	986
2015 Q3	$13K	Hold	59	–	–	﹤0.01%	1015
2015 Q2	$13K	Sell	59 -17	-22%	-$3.76K	﹤0.01%	1105
2015 Q1	$18K	Hold	76	–	–	0.01%	1018
2014 Q4	$16K	Hold	76	–	–	﹤0.01%	1301
2014 Q3	$14K	Buy	76 +17	+29%	+$3.21K	﹤0.01%	1384
2014 Q2	$11K	Buy	+59	New	+$10.4K	﹤0.01%	1449
2013 Q3	–	Sell	-104	Closed	-$16K	–	2169
2013 Q2	$16K	Buy	+104	New	+$16.4K	﹤0.01%	1285

Other funds holding ESS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return