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

Winton 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
2013
Q4 		– Sell
-5,476
Closed -$809K – 668
2013
Q3 		$809K Buy
5,476
+3,417
+166% +$530K 0.01% 539
2013
Q2 		$327K Buy
+2,059
New +$324K ﹤0.01% 655

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Winton Capital Management's ESS Position: Q4 2013 in Review

Winton Capital Management sold out of Essex Property Trust (ESS) in Q4 2013, closing a stake of 5,476 shares — an estimated $809K sold.

Winton Capital Management first reported a position in ESS in Q2 2013 and held it in 2 quarters. The position peaked at $809K in Q3 2013. 269 funds tracked by Wall St. Rank hold ESS as of Q4 2013.

  • Winton Capital Management reported no remaining Essex Property Trust position as of Q4 2013 after selling out during the quarter.
  • Winton Capital Management sold 5,476 Essex Property Trust shares in Q4 2013, an estimated $809K.
  • Winton Capital Management first reported a position in Essex Property Trust in Q2 2013 and held it in 2 quarters.
  • Winton Capital Management's Essex Property Trust position peaked at $809K in Q3 2013.
  • 269 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2013.

Based on Winton Capital Management's 13F filing for Q4 2013, filed 7 Feb 2014.