Zeke Capital Advisors’s Essex Property Trust ESS Stock Holding History

Zeke Capital Advisors’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
2018 Q4	–	Sell	-2,318	Closed	-$572K	–	575
2018 Q3	$572K	Sell	2,318 -5	-0.2%	-$1.2K	0.05%	376
2018 Q2	$555K	Hold	2,323	–	–	0.05%	283
2018 Q1	$559K	Buy	+2,323	New	+$536K	0.05%	309
2017 Q4	–	Sell	-1,371	Closed	-$348K	–	580
2017 Q3	$348K	Buy	+1,371	New	+$358K	0.05%	294

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Zeke Capital Advisors's ESS Position: Q4 2018 in Review

Zeke Capital Advisors sold out of Essex Property Trust (ESS) in Q4 2018, closing a stake of 2,318 shares — an estimated $572K sold.

Zeke Capital Advisors first reported a position in ESS in Q3 2017 and held it in 4 quarters. The position peaked at $572K in Q3 2018. 490 funds tracked by Wall St. Rank hold ESS as of Q4 2018.

Zeke Capital Advisors reported no remaining Essex Property Trust position as of Q4 2018 after selling out during the quarter.
Zeke Capital Advisors sold 2,318 Essex Property Trust shares in Q4 2018, an estimated $572K.
Zeke Capital Advisors first reported a position in Essex Property Trust in Q3 2017 and held it in 4 quarters.
Zeke Capital Advisors's Essex Property Trust position peaked at $572K in Q3 2018.
490 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2018.

Based on Zeke Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.