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Independent Portfolio Consultants’s Equity Lifestyle Properties ELS Stock Holding History

Independent Portfolio Consultants’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
Q1 		– Sell
-6,450
Closed -$215K – 759
2015
Q4 		$215K Sell
6,450
-610
-9% -$18.9K 0.06% 323
2015
Q3 		$207K Sell
7,060
-1,570
-18% -$44.7K 0.05% 340
2015
Q2 		$227K Buy
8,630
+230
+3% +$6.17K 0.05% 345
2015
Q1 		$231K Sell
8,400
-2,510
-23% -$68.8K 0.05% 326
2014
Q4 		$281K Sell
10,910
-14,380
-57% -$346K 0.06% 320
2014
Q3 		$536K Buy
25,290
+200
+0.8% +$4.43K 0.14% 209
2014
Q2 		$554K Sell
25,090
-260
-1% -$5.55K 0.16% 205
2014
Q1 		$515K Buy
25,350
+910
+4% +$17.9K 0.16% 216
2013
Q4 		$443K Sell
24,440
-2,830
-10% -$51.2K 0.15% 271
2013
Q3 		$466K Sell
27,270
-430
-2% -$8.01K 0.19% 223
2013
Q2 		$544K Buy
+27,700
New +$554K 0.24% 159

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Independent Portfolio Consultants's ELS Position: Q1 2016 in Review

Independent Portfolio Consultants sold out of Equity Lifestyle Properties (ELS) in Q1 2016, closing a stake of 6,450 shares — an estimated $215K sold.

Independent Portfolio Consultants first reported a position in ELS in Q2 2013 and held it in 11 quarters. The position peaked at $554K in Q2 2014. 247 funds tracked by Wall St. Rank hold ELS as of Q1 2016.

  • Independent Portfolio Consultants reported no remaining Equity Lifestyle Properties position as of Q1 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 6,450 Equity Lifestyle Properties shares in Q1 2016, an estimated $215K.
  • Independent Portfolio Consultants first reported a position in Equity Lifestyle Properties in Q2 2013 and held it in 11 quarters.
  • Independent Portfolio Consultants's Equity Lifestyle Properties position peaked at $554K in Q2 2014.
  • 247 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2016.

Based on Independent Portfolio Consultants's 13F filing for Q1 2016, filed 13 Apr 2016.