WealthTrust-Arizona’s Equity Lifestyle Properties ELS Stock Holding History

WealthTrust-Arizona’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
2015 Q3	–	Sell	-48	Closed	-$1K	–	592
2015 Q2	$1K	Hold	48	–	–	﹤0.01%	600
2015 Q1	$1K	Hold	48	–	–	﹤0.01%	620
2014 Q4	$1K	Hold	48	–	–	﹤0.01%	582
2014 Q3	$1K	Hold	48	–	–	﹤0.01%	600
2014 Q2	$1K	Hold	48	–	–	﹤0.01%	591
2014 Q1	$1K	Hold	48	–	–	﹤0.01%	627
2013 Q4	$1K	Hold	48	–	–	﹤0.01%	602
2013 Q3	$1K	Hold	48	–	–	﹤0.01%	604
2013 Q2	$1K	Buy	+48	New	+$961	﹤0.01%	579

Other funds holding ELS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

WealthTrust-Arizona's ELS Position: Q3 2015 in Review

WealthTrust-Arizona sold out of Equity Lifestyle Properties (ELS) in Q3 2015, closing a stake of 48 shares — an estimated $1K sold.

WealthTrust-Arizona first reported a position in ELS in Q2 2013 and held it in 9 quarters. The position peaked at $1K in Q2 2015. 219 funds tracked by Wall St. Rank hold ELS as of Q3 2015.

WealthTrust-Arizona reported no remaining Equity Lifestyle Properties position as of Q3 2015 after selling out during the quarter.
WealthTrust-Arizona sold 48 Equity Lifestyle Properties shares in Q3 2015, an estimated $1K.
WealthTrust-Arizona first reported a position in Equity Lifestyle Properties in Q2 2013 and held it in 9 quarters.
WealthTrust-Arizona's Equity Lifestyle Properties position peaked at $1K in Q2 2015.
219 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2015.

Based on WealthTrust-Arizona's 13F filing for Q3 2015, filed 28 Oct 2015.