Mosaic Family Wealth’s Equity Lifestyle Properties ELS Stock Holding History

Mosaic Family Wealth’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
2017 Q4	–	Sell	-40	Closed	-$2K	–	741
2017 Q3	$2K	Buy	+40	New	+$1.74K	﹤0.01%	831

Other funds holding ELS

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

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Mosaic Family Wealth's ELS Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Equity Lifestyle Properties (ELS) in Q4 2017, closing a stake of 40 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in ELS in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 261 funds tracked by Wall St. Rank hold ELS as of Q4 2017.

Mosaic Family Wealth reported no remaining Equity Lifestyle Properties position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 40 Equity Lifestyle Properties shares in Q4 2017, an estimated $2K.
Mosaic Family Wealth first reported a position in Equity Lifestyle Properties in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's Equity Lifestyle Properties position peaked at $2K in Q3 2017.
261 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.