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Lake Point Wealth Management’s Equity Lifestyle Properties ELS Stock Holding History

Lake Point Wealth Management’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
Q1 		$0 Hold
4
– – ﹤0.01% 411
2019
Q4 		$0 Buy
+4
New +$278 ﹤0.01% 615
2019
Q2 		$0 Hold
4
– – ﹤0.01% 671
2019
Q1 		$0 Buy
+4
New +$214 ﹤0.01% 728

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return

Lake Point Wealth Management's ELS Position: Q1 2020 in Review

Lake Point Wealth Management held its Equity Lifestyle Properties (ELS) position steady in Q1 2020 at 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Lake Point Wealth Management first reported a position in ELS in Q1 2019 and has held it in 4 quarters since. 394 funds tracked by Wall St. Rank hold ELS as of Q1 2020.

  • Lake Point Wealth Management held 4 shares of Equity Lifestyle Properties worth $0 as of Q1 2020.
  • Lake Point Wealth Management left its Equity Lifestyle Properties share count unchanged in Q1 2020.
  • Equity Lifestyle Properties made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #411 holding.
  • Lake Point Wealth Management first reported a position in Equity Lifestyle Properties in Q1 2019 and has held it in 4 quarters since.
  • 394 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.