Winfield Associates’s Essex Property Trust ESS Stock Holding History

Winfield Associates’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 Q4	–	Sell	-25	Closed	-$6K	–	841
2017 Q3	$6K	Buy	+25	New	+$6.53K	﹤0.01%	463

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Winfield Associates's ESS Position: Q4 2017 in Review

Winfield Associates sold out of Essex Property Trust (ESS) in Q4 2017, closing a stake of 25 shares — an estimated $6K sold.

Winfield Associates first reported a position in ESS in Q3 2017 and held it in 1 quarter. The position peaked at $6K in Q3 2017. 448 funds tracked by Wall St. Rank hold ESS as of Q4 2017.

Winfield Associates reported no remaining Essex Property Trust position as of Q4 2017 after selling out during the quarter.
Winfield Associates sold 25 Essex Property Trust shares in Q4 2017, an estimated $6K.
Winfield Associates first reported a position in Essex Property Trust in Q3 2017 and held it in 1 quarter.
Winfield Associates's Essex Property Trust position peaked at $6K in Q3 2017.
448 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2017.

Based on Winfield Associates's 13F filing for Q4 2017, filed 12 Feb 2018.