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First Citizens Bank & Trust’s Equity Lifestyle Properties ELS Stock Holding History

First Citizens Bank & Trust’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
2013
Q4 		– Sell
-15,700
Closed -$268K – 473
2013
Q3 		$268K Buy
15,700
+460
+3% +$8.57K 0.01% 951
2013
Q2 		$299K Buy
+15,240
New +$305K 0.01% 887

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

First Citizens Bank & Trust's ELS Position: Q4 2013 in Review

First Citizens Bank & Trust sold out of Equity Lifestyle Properties (ELS) in Q4 2013, closing a stake of 15,700 shares — an estimated $268K sold.

First Citizens Bank & Trust first reported a position in ELS in Q2 2013 and held it in 2 quarters. The position peaked at $299K in Q2 2013. 197 funds tracked by Wall St. Rank hold ELS as of Q4 2013.

  • First Citizens Bank & Trust reported no remaining Equity Lifestyle Properties position as of Q4 2013 after selling out during the quarter.
  • First Citizens Bank & Trust sold 15,700 Equity Lifestyle Properties shares in Q4 2013, an estimated $268K.
  • First Citizens Bank & Trust first reported a position in Equity Lifestyle Properties in Q2 2013 and held it in 2 quarters.
  • First Citizens Bank & Trust's Equity Lifestyle Properties position peaked at $299K in Q2 2013.
  • 197 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2013.

Based on First Citizens Bank & Trust's 13F filing for Q4 2013, filed 13 Feb 2014.