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 $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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WFG Advisors's ESS Position: Q2 2017 in Review

WFG Advisors held its Essex Property Trust (ESS) position steady in Q2 2017 at 59 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

WFG Advisors first reported a position in ESS in Q2 2013 and has held it in 14 quarters since. The position peaked at $18K in Q1 2015. 424 funds tracked by Wall St. Rank hold ESS as of Q2 2017.

WFG Advisors held 59 shares of Essex Property Trust worth $15K as of Q2 2017.
WFG Advisors left its Essex Property Trust share count unchanged in Q2 2017.
Essex Property Trust made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1022 holding.
WFG Advisors first reported a position in Essex Property Trust in Q2 2013 and has held it in 14 quarters since.
WFG Advisors's Essex Property Trust position peaked at $18K in Q1 2015.
424 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.