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Seven Springs Wealth Group’s Equity Lifestyle Properties ELS Stock Holding History

Seven Springs Wealth Group’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
Q1 		– Sell
-242
Closed -$17K – 150
2019
Q4 		$17K Buy
+242
New +$16.8K 0.01% 135

Other funds holding ELS

Vanguard Group
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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 $3.37T AUM 44.26% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.45B AUM 10.17% 1-Year Est. Return

Seven Springs Wealth Group's ELS Position: Q1 2020 in Review

Seven Springs Wealth Group sold out of Equity Lifestyle Properties (ELS) in Q1 2020, closing a stake of 242 shares — an estimated $17K sold.

Seven Springs Wealth Group first reported a position in ELS in Q4 2019 and held it in 1 quarter. The position peaked at $17K in Q4 2019. 394 funds tracked by Wall St. Rank hold ELS as of Q1 2020.

  • Seven Springs Wealth Group reported no remaining Equity Lifestyle Properties position as of Q1 2020 after selling out during the quarter.
  • Seven Springs Wealth Group sold 242 Equity Lifestyle Properties shares in Q1 2020, an estimated $17K.
  • Seven Springs Wealth Group first reported a position in Equity Lifestyle Properties in Q4 2019 and held it in 1 quarter.
  • Seven Springs Wealth Group's Equity Lifestyle Properties position peaked at $17K in Q4 2019.
  • 394 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2020.

Based on Seven Springs Wealth Group's 13F filing for Q1 2020, filed 20 Apr 2020.