WAS
ELS icon

Winch Advisory Services’s Equity Lifestyle Properties ELS Stock Holding History

Winch Advisory Services’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
Q3 		– Sell
-36
Closed -$2K – 375
2019
Q2 		$2K Buy
+36
New +$2.13K ﹤0.01% 353

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Winch Advisory Services's ELS Position: Q3 2019 in Review

Winch Advisory Services sold out of Equity Lifestyle Properties (ELS) in Q3 2019, closing a stake of 36 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in ELS in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 354 funds tracked by Wall St. Rank hold ELS as of Q3 2019.

  • Winch Advisory Services reported no remaining Equity Lifestyle Properties position as of Q3 2019 after selling out during the quarter.
  • Winch Advisory Services sold 36 Equity Lifestyle Properties shares in Q3 2019, an estimated $2K.
  • Winch Advisory Services first reported a position in Equity Lifestyle Properties in Q2 2019 and held it in 1 quarter.
  • Winch Advisory Services's Equity Lifestyle Properties position peaked at $2K in Q2 2019.
  • 354 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2019.

Based on Winch Advisory Services's 13F filing for Q3 2019, filed 13 Nov 2019.