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Liberty Wealth Management’s Equity Lifestyle Properties ELS Stock Holding History

Liberty 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
Q2 		– Sell
-14
Closed -$1K – 885
2020
Q1 		$1K Buy
+14
New +$955 ﹤0.01% 789

Other funds holding ELS

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Liberty Wealth Management's ELS Position: Q2 2020 in Review

Liberty Wealth Management sold out of Equity Lifestyle Properties (ELS) in Q2 2020, closing a stake of 14 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in ELS in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 404 funds tracked by Wall St. Rank hold ELS as of Q2 2020.

  • Liberty Wealth Management reported no remaining Equity Lifestyle Properties position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 14 Equity Lifestyle Properties shares in Q2 2020, an estimated $1K.
  • Liberty Wealth Management first reported a position in Equity Lifestyle Properties in Q1 2020 and held it in 1 quarter.
  • Liberty Wealth Management's Equity Lifestyle Properties position peaked at $1K in Q1 2020.
  • 404 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.