Winifred I. Li’s Essex Property Trust ESS Stock Holding History

Winifred I. Li’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
2014 Q4	$7K	Buy	+32	New	+$6.34K	0.01%	423

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Winifred I. Li's ESS Position: Q4 2014 in Review

Winifred I. Li opened a new position in Essex Property Trust (ESS) in Q4 2014: 32 shares worth $7K. The stake represents 0.01% of the portfolio and ranks #423 among its holdings.

394 funds tracked by Wall St. Rank hold ESS as of Q4 2014.

Winifred I. Li held 32 shares of Essex Property Trust worth $7K as of Q4 2014.
Essex Property Trust was a new Winifred I. Li position in Q4 2014.
Essex Property Trust made up 0.01% of Winifred I. Li's portfolio in Q4 2014, its #423 holding.
394 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.