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Windsor Capital Management’s Essex Property Trust ESS Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-55
Closed -$12K – 184
2015
Q3 		$12K Buy
+55
New +$12.1K 0.01% 313
2014
Q1 		– Sell
-561
Closed -$81K – 135
2013
Q4 		$81K Sell
561
-198
-26% -$30.4K 0.05% 135
2013
Q3 		$112K Buy
759
+196
+35% +$30.4K 0.06% 115
2013
Q2 		$89K Buy
+563
New +$88.6K 0.05% 117

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Windsor Capital Management's ESS Position: Q4 2015 in Review

Windsor Capital Management sold out of Essex Property Trust (ESS) in Q4 2015, closing a stake of 55 shares — an estimated $12K sold.

Windsor Capital Management first reported a position in ESS in Q2 2013 and held it in 4 quarters. The position peaked at $112K in Q3 2013. 403 funds tracked by Wall St. Rank hold ESS as of Q4 2015.

  • Windsor Capital Management reported no remaining Essex Property Trust position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 55 Essex Property Trust shares in Q4 2015, an estimated $12K.
  • Windsor Capital Management first reported a position in Essex Property Trust in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's Essex Property Trust position peaked at $112K in Q3 2013.
  • 403 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.