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Essex Savings Bank’s Equity Lifestyle Properties ELS Stock Holding History

Essex Savings Bank’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
2019
Q3 		– Sell
-36
Closed -$2K – 305
2019
Q2 		$2K Hold
36
– – ﹤0.01% 731
2019
Q1 		$2K Hold
36
– – ﹤0.01% 611
2018
Q4 		$2K Buy
+36
New +$1.74K ﹤0.01% 615

Other funds holding ELS

Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Essex Savings Bank's ELS Position: Q3 2019 in Review

Essex Savings Bank sold out of Equity Lifestyle Properties (ELS) in Q3 2019, closing a stake of 36 shares — an estimated $2K sold.

Essex Savings Bank first reported a position in ELS in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 354 funds tracked by Wall St. Rank hold ELS as of Q3 2019.

  • Essex Savings Bank reported no remaining Equity Lifestyle Properties position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 36 Equity Lifestyle Properties shares in Q3 2019, an estimated $2K.
  • Essex Savings Bank first reported a position in Equity Lifestyle Properties in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Equity Lifestyle Properties position peaked at $2K in Q2 2019.
  • 354 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.