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Financial Architects (New Jersey)’s Equity Lifestyle Properties ELS Stock Holding History

Financial Architects (New Jersey)’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
2020
Q2 		– Sell
-175
Closed -$10K – 856
2020
Q1 		$10K Sell
175
-150
-46% -$10.2K ﹤0.01% 620
2019
Q4 		$23K Sell
325
-65
-17% -$4.52K 0.01% 550
2019
Q3 		$26K Buy
390
+240
+160% +$15.6K 0.01% 540
2019
Q2 		$9K Buy
+150
New +$8.88K ﹤0.01% 900

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Architects (New Jersey)'s ELS Position: Q2 2020 in Review

Financial Architects (New Jersey) sold out of Equity Lifestyle Properties (ELS) in Q2 2020, closing a stake of 175 shares — an estimated $10K sold.

Financial Architects (New Jersey) first reported a position in ELS in Q2 2019 and held it in 4 quarters. The position peaked at $26K in Q3 2019. 404 funds tracked by Wall St. Rank hold ELS as of Q2 2020.

  • Financial Architects (New Jersey) reported no remaining Equity Lifestyle Properties position as of Q2 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 175 Equity Lifestyle Properties shares in Q2 2020, an estimated $10K.
  • Financial Architects (New Jersey) first reported a position in Equity Lifestyle Properties in Q2 2019 and held it in 4 quarters.
  • Financial Architects (New Jersey)'s Equity Lifestyle Properties position peaked at $26K in Q3 2019.
  • 404 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2020, filed 11 Aug 2020.