Integrated Wealth Management (Palm Desert)’s Equity Lifestyle Properties ELS Stock Holding History

Integrated Wealth Management (Palm Desert)’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	-200	Closed	-$7K	–	1227
2015 Q4	$7K	Hold	200	–	–	﹤0.01%	853
2015 Q3	$6K	Hold	200	–	–	﹤0.01%	887
2015 Q2	$5K	Hold	200	–	–	﹤0.01%	959
2015 Q1	$5K	Buy	+200	New	+$5.48K	﹤0.01%	924

Other funds holding ELS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert)'s ELS Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Equity Lifestyle Properties (ELS) in Q1 2016, closing a stake of 200 shares — an estimated $7K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ELS in Q1 2015 and held it in 4 quarters. The position peaked at $7K in Q4 2015. 247 funds tracked by Wall St. Rank hold ELS as of Q1 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Equity Lifestyle Properties position as of Q1 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 200 Equity Lifestyle Properties shares in Q1 2016, an estimated $7K.
Integrated Wealth Management (Palm Desert) first reported a position in Equity Lifestyle Properties in Q1 2015 and held it in 4 quarters.
Integrated Wealth Management (Palm Desert)'s Equity Lifestyle Properties position peaked at $7K in Q4 2015.
247 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.