RA
ELS icon

Rational Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Rational 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
2016
Q3 		– Sell
-2,000
Closed -$80K – 284
2016
Q2 		$80K Buy
+2,000
New +$72.6K 0.06% 187
2013
Q4 		$159K Sell
8,800
-8,000
-48% -$145K 0.01% 512
2013
Q3 		$287K Hold
16,800
– – 0.02% 465
2013
Q2 		$330K Buy
+16,800
New +$336K 0.03% 439

Other funds holding ELS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Rational Advisors's ELS Position: Q3 2016 in Review

Rational Advisors sold out of Equity Lifestyle Properties (ELS) in Q3 2016, closing a stake of 2,000 shares — an estimated $80K sold.

Rational Advisors first reported a position in ELS in Q2 2013 and held it in 4 quarters. The position peaked at $330K in Q2 2013. 243 funds tracked by Wall St. Rank hold ELS as of Q3 2016.

  • Rational Advisors reported no remaining Equity Lifestyle Properties position as of Q3 2016 after selling out during the quarter.
  • Rational Advisors sold 2,000 Equity Lifestyle Properties shares in Q3 2016, an estimated $80K.
  • Rational Advisors first reported a position in Equity Lifestyle Properties in Q2 2013 and held it in 4 quarters.
  • Rational Advisors's Equity Lifestyle Properties position peaked at $330K in Q2 2013.
  • 243 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2016.

Based on Rational Advisors's 13F filing for Q3 2016, filed 10 Nov 2016.