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Wealthspire Advisors (Maryland)’s Equity Lifestyle Properties ELS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-48
Closed -$3K – 905
2019
Q1 		$3K Sell
48
-12
-20% -$642 ﹤0.01% 1991
2018
Q4 		$3K Hold
60
– – ﹤0.01% 1931
2018
Q3 		$3K Hold
60
– – ﹤0.01% 2016
2018
Q2 		$3K Hold
60
– – ﹤0.01% 1993
2018
Q1 		$3K Buy
60
+12
+25% +$511 ﹤0.01% 2008
2017
Q4 		$2K Buy
48
+12
+33% +$534 ﹤0.01% 2110
2017
Q3 		$2K Sell
36
-6
-14% -$261 ﹤0.01% 1974
2017
Q2 		$2K Hold
42
– – ﹤0.01% 1977
2017
Q1 		$2K Buy
+42
New +$1.59K ﹤0.01% 1682

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ELS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Equity Lifestyle Properties (ELS) in Q2 2019, closing a stake of 48 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in ELS in Q1 2017 and held it in 9 quarters. The position peaked at $3K in Q1 2019. 346 funds tracked by Wall St. Rank hold ELS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Equity Lifestyle Properties position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 48 Equity Lifestyle Properties shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Equity Lifestyle Properties in Q1 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Equity Lifestyle Properties position peaked at $3K in Q1 2019.
  • 346 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.