Lourd Capital’s Equity Lifestyle Properties ELS Stock Holding History

Lourd Capital’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 Q1	–	Sell	-4,244	Closed	-$206K	–	176
2018 Q4	$206K	Sell	4,244 -76	-2%	-$3.68K	0.02%	278
2018 Q3	$208K	Buy	+4,320	New	+$203K	0.01%	306
2018 Q1	–	Sell	-11,894	Closed	-$529K	–	178
2017 Q4	$529K	Buy	+11,894	New	+$529K	0.03%	147

Other funds holding ELS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lourd Capital's ELS Position: Q1 2019 in Review

Lourd Capital sold out of Equity Lifestyle Properties (ELS) in Q1 2019, closing a stake of 4,244 shares — an estimated $206K sold.

Lourd Capital first reported a position in ELS in Q4 2017 and held it in 3 quarters. The position peaked at $529K in Q4 2017. 320 funds tracked by Wall St. Rank hold ELS as of Q1 2019.

Lourd Capital reported no remaining Equity Lifestyle Properties position as of Q1 2019 after selling out during the quarter.
Lourd Capital sold 4,244 Equity Lifestyle Properties shares in Q1 2019, an estimated $206K.
Lourd Capital first reported a position in Equity Lifestyle Properties in Q4 2017 and held it in 3 quarters.
Lourd Capital's Equity Lifestyle Properties position peaked at $529K in Q4 2017.
320 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.