LWA
ELS icon

Lenox Wealth Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Lenox Wealth 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
2018
Q3 		– Sell
-30
Closed -$1K – 445
2018
Q2 		$1K Buy
+30
New +$1.34K ﹤0.01% 511

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Lenox Wealth Advisors's ELS Position: Q3 2018 in Review

Lenox Wealth Advisors sold out of Equity Lifestyle Properties (ELS) in Q3 2018, closing a stake of 30 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in ELS in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 280 funds tracked by Wall St. Rank hold ELS as of Q3 2018.

  • Lenox Wealth Advisors reported no remaining Equity Lifestyle Properties position as of Q3 2018 after selling out during the quarter.
  • Lenox Wealth Advisors sold 30 Equity Lifestyle Properties shares in Q3 2018, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Equity Lifestyle Properties in Q2 2018 and held it in 1 quarter.
  • Lenox Wealth Advisors's Equity Lifestyle Properties position peaked at $1K in Q2 2018.
  • 280 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2018.

Based on Lenox Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.