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WFG Advisors’s Equity Lifestyle Properties ELS Stock Holding History

WFG Advisors’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
Q2 		– Sell
-62
Closed -$2K – 1699
2015
Q1 		$2K Hold
62
– – ﹤0.01% 1532
2014
Q4 		$2K Sell
62
-1,448
-96% -$34.8K ﹤0.01% 1834
2014
Q3 		$32K Buy
1,510
+62
+4% +$1.38K 0.01% 1084
2014
Q2 		$32K Hold
1,448
– – 0.01% 1077
2014
Q1 		$29K Hold
1,448
– – 0.01% 1107
2013
Q4 		$26K Sell
1,448
-1,114
-43% -$20.2K ﹤0.01% 1235
2013
Q3 		$44K Sell
2,562
-66
-3% -$1.23K 0.01% 977
2013
Q2 		$52K Buy
+2,628
New +$52.6K 0.01% 870

Other funds holding ELS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return