Willingdon Wealth Management’s Essex Property Trust ESS Stock Holding History

Willingdon Wealth 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
2019 Q4	–	Sell	-4	Closed	-$1K	–	425
2019 Q3	$1K	Buy	+4	New	+$1.25K	﹤0.01%	405

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Willingdon Wealth Management's ESS Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Essex Property Trust (ESS) in Q4 2019, closing a stake of 4 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in ESS in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 538 funds tracked by Wall St. Rank hold ESS as of Q4 2019.

Willingdon Wealth Management reported no remaining Essex Property Trust position as of Q4 2019 after selling out during the quarter.
Willingdon Wealth Management sold 4 Essex Property Trust shares in Q4 2019, an estimated $1K.
Willingdon Wealth Management first reported a position in Essex Property Trust in Q3 2019 and held it in 1 quarter.
Willingdon Wealth Management's Essex Property Trust position peaked at $1K in Q3 2019.
538 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.