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Evercore Wealth Management’s Equity Lifestyle Properties ELS Stock Holding History

Evercore Wealth Management’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
2015
Q3 		– Sell
-406
Closed -$11K – 973
2015
Q2 		$11K Buy
+406
New +$10.9K ﹤0.01% 882

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Evercore Wealth Management's ELS Position: Q3 2015 in Review

Evercore Wealth Management sold out of Equity Lifestyle Properties (ELS) in Q3 2015, closing a stake of 406 shares — an estimated $11K sold.

Evercore Wealth Management first reported a position in ELS in Q2 2015 and held it in 1 quarter. The position peaked at $11K in Q2 2015. 219 funds tracked by Wall St. Rank hold ELS as of Q3 2015.

  • Evercore Wealth Management reported no remaining Equity Lifestyle Properties position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 406 Equity Lifestyle Properties shares in Q3 2015, an estimated $11K.
  • Evercore Wealth Management first reported a position in Equity Lifestyle Properties in Q2 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Equity Lifestyle Properties position peaked at $11K in Q2 2015.
  • 219 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.