Shine Investment Advisory Services’s Equity Lifestyle Properties ELS Stock Holding History

Shine Investment Advisory Services’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 Q3	$19K	Buy	309 +35	+13%	+$2.27K	0.01%	456
2020 Q2	$17K	Hold	274	–	–	0.01%	479
2020 Q1	$16K	Hold	274	–	–	0.01%	453
2019 Q4	$19K	Hold	274	–	–	0.01%	480
2019 Q3	$18K	Buy	+274	New	+$17.8K	0.01%	469
2019 Q2	–	Hold	0	–	–	–	475
2019 Q1	–	Hold	0	–	–	–	491
2018 Q4	–	Hold	0	–	–	–	479
2018 Q3	–	Hold	0	–	–	–	517

Other funds holding ELS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CTC

Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return

Shine Investment Advisory Services's ELS Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Equity Lifestyle Properties (ELS) stake by 13% in Q3 2020, buying an estimated $2.27K and bringing the position to 309 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #456.

Shine Investment Advisory Services first reported a position in ELS in Q3 2019 and has held it in 5 quarters since. 418 funds tracked by Wall St. Rank hold ELS as of Q3 2020.

Shine Investment Advisory Services held 309 shares of Equity Lifestyle Properties worth $19K as of Q3 2020.
Shine Investment Advisory Services bought 35 Equity Lifestyle Properties shares in Q3 2020, an estimated $2.27K.
Equity Lifestyle Properties made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #456 holding.
Shine Investment Advisory Services first reported a position in Equity Lifestyle Properties in Q3 2019 and has held it in 5 quarters since.
418 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.