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Wilbanks Smith & Thomas Asset Management’s Essex Property Trust ESS Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q4 		– Sell
-11
Closed -$3K – 644
2018
Q3 		$3K Buy
+11
New +$2.65K ﹤0.01% 1327

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's ESS Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Essex Property Trust (ESS) in Q4 2018, closing a stake of 11 shares — an estimated $3K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in ESS in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 490 funds tracked by Wall St. Rank hold ESS as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Essex Property Trust position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 11 Essex Property Trust shares in Q4 2018, an estimated $3K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Essex Property Trust in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Essex Property Trust position peaked at $3K in Q3 2018.
  • 490 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.