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James Investment Research’s Equity Lifestyle Properties ELS Stock Holding History

James Investment Research’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
Q4 		– Sell
-24
Closed -$1K – 564
2016
Q3 		$1K Hold
24
– – ﹤0.01% 545
2016
Q2 		$1K Buy
+24
New +$871 ﹤0.01% 510

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

James Investment Research's ELS Position: Q4 2016 in Review

James Investment Research sold out of Equity Lifestyle Properties (ELS) in Q4 2016, closing a stake of 24 shares — an estimated $1K sold.

James Investment Research first reported a position in ELS in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 255 funds tracked by Wall St. Rank hold ELS as of Q4 2016.

  • James Investment Research reported no remaining Equity Lifestyle Properties position as of Q4 2016 after selling out during the quarter.
  • James Investment Research sold 24 Equity Lifestyle Properties shares in Q4 2016, an estimated $1K.
  • James Investment Research first reported a position in Equity Lifestyle Properties in Q2 2016 and held it in 2 quarters.
  • James Investment Research's Equity Lifestyle Properties position peaked at $1K in Q3 2016.
  • 255 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2016.

Based on James Investment Research's 13F filing for Q4 2016, filed 19 Jan 2017.