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Legacy Financial Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-42
Closed -$2K – 344
2019
Q1 		$2K Buy
+42
New +$2.25K ﹤0.01% 894

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Financial Advisors's ELS Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Equity Lifestyle Properties (ELS) in Q2 2019, closing a stake of 42 shares — an estimated $2K sold.

Legacy Financial Advisors first reported a position in ELS in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 346 funds tracked by Wall St. Rank hold ELS as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Equity Lifestyle Properties position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 42 Equity Lifestyle Properties shares in Q2 2019, an estimated $2K.
  • Legacy Financial Advisors first reported a position in Equity Lifestyle Properties in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's Equity Lifestyle Properties position peaked at $2K in Q1 2019.
  • 346 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.