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Plante Moran Financial Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Plante Moran 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
Q4 		– Sell
-92
Closed -$6K – 792
2019
Q3 		$6K Hold
92
– – ﹤0.01% 662
2019
Q2 		$6K Sell
92
-6
-6% -$355 ﹤0.01% 618
2019
Q1 		$6K Buy
98
+2
+2% +$107 ﹤0.01% 617
2018
Q4 		$5K Sell
96
-6
-6% -$290 ﹤0.01% 594
2018
Q3 		$5K Buy
+102
New +$4.78K ﹤0.01% 585

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.45B AUM 10.17% 1-Year Est. Return

Plante Moran Financial Advisors's ELS Position: Q4 2019 in Review

Plante Moran Financial Advisors sold out of Equity Lifestyle Properties (ELS) in Q4 2019, closing a stake of 92 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in ELS in Q3 2018 and held it in 5 quarters. The position peaked at $6K in Q3 2019. 376 funds tracked by Wall St. Rank hold ELS as of Q4 2019.

  • Plante Moran Financial Advisors reported no remaining Equity Lifestyle Properties position as of Q4 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 92 Equity Lifestyle Properties shares in Q4 2019, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in Equity Lifestyle Properties in Q3 2018 and held it in 5 quarters.
  • Plante Moran Financial Advisors's Equity Lifestyle Properties position peaked at $6K in Q3 2019.
  • 376 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.