TCI Wealth Advisors’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-42
| Closed | -$2.82K | – | 814 |
|
|
2023
Q1 | $2.82K | Hold |
42
| – | – | ﹤0.01% | 1878 |
|
|
2022
Q4 | $2.71K | Hold |
42
| – | – | ﹤0.01% | 1899 |
|
|
2022
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 1759 |
|
|
2022
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 1782 |
|
|
2022
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 1868 |
|
|
2021
Q4 | $4K | Hold |
42
| – | – | ﹤0.01% | 1800 |
|
|
2021
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 1924 |
|
|
2021
Q2 | $3K | Sell |
42
-14
| -25% | -$990 | ﹤0.01% | 1734 |
|
|
2021
Q1 | $4K | Hold |
56
| – | – | ﹤0.01% | 1357 |
|
|
2020
Q4 | $4K | Hold |
56
| – | – | ﹤0.01% | 953 |
|
|
2020
Q3 | $3K | Hold |
56
| – | – | ﹤0.01% | 936 |
|
|
2020
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 890 |
|
|
2020
Q1 | $3K | Sell |
56
-6
| -10% | -$409 | ﹤0.01% | 851 |
|
|
2019
Q4 | $4K | Hold |
62
| – | – | ﹤0.01% | 907 |
|
|
2019
Q3 | $4K | Sell |
62
-6
| -9% | -$391 | ﹤0.01% | 857 |
|
|
2019
Q2 | $4K | Sell |
68
-16
| -19% | -$948 | ﹤0.01% | 811 |
|
|
2019
Q1 | $5K | Hold |
84
| – | – | ﹤0.01% | 781 |
|
|
2018
Q4 | $4K | Sell |
84
-8
| -9% | -$387 | ﹤0.01% | 814 |
|
|
2018
Q3 | $4K | Hold |
92
| – | – | ﹤0.01% | 838 |
|
|
2018
Q2 | $4K | Hold |
92
| – | – | ﹤0.01% | 834 |
|
|
2018
Q1 | $4K | Hold |
92
| – | – | ﹤0.01% | 775 |
|
|
2017
Q4 | $4K | Hold |
92
| – | – | ﹤0.01% | 824 |
|
|
2017
Q3 | $4K | Hold |
92
| – | – | ﹤0.01% | 770 |
|
|
2017
Q2 | $4K | Hold |
92
| – | – | ﹤0.01% | 801 |
|
|
2017
Q1 | $4K | Hold |
92
| – | – | ﹤0.01% | 757 |
|
|
2016
Q4 | $3K | Hold |
92
| – | – | ﹤0.01% | 902 |
|
|
2016
Q3 | $4K | Hold |
92
| – | – | ﹤0.01% | 771 |
|
|
2016
Q2 | $4K | Hold |
92
| – | – | ﹤0.01% | 761 |
|
|
2016
Q1 | $3K | Hold |
92
| – | – | ﹤0.01% | 834 |
|
|
2015
Q4 | $3K | Hold |
92
| – | – | ﹤0.01% | 787 |
|
|
2015
Q3 | $3K | Hold |
92
| – | – | ﹤0.01% | 717 |
|
|
2015
Q2 | $2K | Hold |
92
| – | – | ﹤0.01% | 790 |
|
|
2015
Q1 | $3K | Hold |
92
| – | – | ﹤0.01% | 656 |
|
|
2014
Q4 | $2K | Buy |
92
+4
| +5% | +$96 | ﹤0.01% | 722 |
|
|
2014
Q3 | $2K | Hold |
88
| – | – | ﹤0.01% | 725 |
|
|
2014
Q2 | $2K | Hold |
88
| – | – | ﹤0.01% | 747 |
|
|
2014
Q1 | $2K | Hold |
88
| – | – | ﹤0.01% | 706 |
|
|
2013
Q4 | $2K | Hold |
88
| – | – | ﹤0.01% | 705 |
|
|
2013
Q3 | $2K | Hold |
88
| – | – | ﹤0.01% | 627 |
|
|
2013
Q2 | $2K | Buy |
+88
| New | +$1.76K | ﹤0.01% | 574 |
|
Other funds holding ELS
CTC
TCI Wealth Advisors's ELS Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Equity Lifestyle Properties (ELS) in Q2 2023, closing a stake of 42 shares — an estimated $2.82K sold.
TCI Wealth Advisors first reported a position in ELS in Q2 2013 and held it in 40 quarters. The position peaked at $5K in Q1 2019. 417 funds tracked by Wall St. Rank hold ELS as of Q2 2023.
- TCI Wealth Advisors reported no remaining Equity Lifestyle Properties position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 42 Equity Lifestyle Properties shares in Q2 2023, an estimated $2.82K.
- TCI Wealth Advisors first reported a position in Equity Lifestyle Properties in Q2 2013 and held it in 40 quarters.
- TCI Wealth Advisors's Equity Lifestyle Properties position peaked at $5K in Q1 2019.
- 417 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.