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Stratos Wealth Partners’s Equity Lifestyle Properties ELS Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-112
Closed -$5K – 1266
2018
Q3 		$5K Buy
+112
New +$5.25K ﹤0.01% 2443
2018
Q2 		– Sell
-154
Closed -$7K – 1406
2018
Q1 		$7K Buy
154
+42
+38% +$1.79K ﹤0.01% 2469
2017
Q4 		$5K Buy
+112
New +$4.98K ﹤0.01% 2383

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stratos Wealth Partners's ELS Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Equity Lifestyle Properties (ELS) in Q4 2018, closing a stake of 112 shares — an estimated $5K sold.

Stratos Wealth Partners first reported a position in ELS in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q1 2018. 303 funds tracked by Wall St. Rank hold ELS as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Equity Lifestyle Properties position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 112 Equity Lifestyle Properties shares in Q4 2018, an estimated $5K.
  • Stratos Wealth Partners first reported a position in Equity Lifestyle Properties in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Equity Lifestyle Properties position peaked at $7K in Q1 2018.
  • 303 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.