Ken Stern & Associates, Inc. ESS Holdings History
Number of Shares
167,307.00
Current Holdings Value*
$41.28 Mil
% of Portfolio
19.01%
Total Estimate Gain
$7.70 Mil
% of Total Estimate Gain
19.01%
Ken Stern & Associates, Inc.'s Essex Property Trust Inc Holding Summary
As of 2018-09-30, Ken Stern & Associates, Inc. held 167,307.00 shares of Essex Property Trust Inc(ESS), totaling $41.28 Mil. This investment constitutes 19.01% of their stock portfolio, and Ken Stern & Associates, Inc. now holds 0.26% of the outstanding Essex Property Trust Inc(ESS) stock.
The initial trade took place in 2018Q2. In addition, there have been 2 sales at an average price of $240.85 for 2,818.00 shares. Based on historical transaction data and ESS's current price of $284.20, Ken Stern & Associates, Inc.'s estimated gain on his ESS holdings is $7.70 Mil, reflecting a 19.01% gain to date.
Ken Stern & Associates, Inc. ESS ($284.20) Holding Chart
Ken Stern & Associates, Inc. ESS ($284.20) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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