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B. Riley Wealth Advisors’s Equity Lifestyle Properties ELS Stock Holding History

B. Riley Wealth Advisors’s Portfolio ELS Stock Details ELS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-6,768
Closed -$262K – 556
2016
Q3 		$262K Buy
6,768
+64
+1% +$2.54K 0.05% 452
2016
Q2 		$269K Buy
6,704
+160
+2% +$5.81K 0.05% 434
2016
Q1 		$238K Buy
+6,544
New +$224K 0.06% 416
2015
Q1 		– Sell
-812
Closed -$21K – 961
2014
Q4 		$21K Buy
+812
New +$19.5K ﹤0.01% 2519
2014
Q3 		– Sell
-912
Closed -$20.1K – 990
2014
Q2 		$20.1K Buy
+912
New +$19.5K ﹤0.01% 1470

Other funds holding ELS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

B. Riley Wealth Advisors's ELS Position: Q4 2016 in Review

B. Riley Wealth Advisors sold out of Equity Lifestyle Properties (ELS) in Q4 2016, closing a stake of 6,768 shares — an estimated $262K sold.

B. Riley Wealth Advisors first reported a position in ELS in Q2 2014 and held it in 5 quarters. The position peaked at $269K in Q2 2016. 255 funds tracked by Wall St. Rank hold ELS as of Q4 2016.

  • B. Riley Wealth Advisors reported no remaining Equity Lifestyle Properties position as of Q4 2016 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,768 Equity Lifestyle Properties shares in Q4 2016, an estimated $262K.
  • B. Riley Wealth Advisors first reported a position in Equity Lifestyle Properties in Q2 2014 and held it in 5 quarters.
  • B. Riley Wealth Advisors's Equity Lifestyle Properties position peaked at $269K in Q2 2016.
  • 255 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2016.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.