Woodmont Investment Counsel’s Equity Lifestyle Properties ELS Stock Holding History

Woodmont Investment Counsel’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
2016 Q4	–	Sell	-1,678	Closed	-$65K	–	317
2016 Q3	$65K	Buy	+1,678	New	+$66.6K	0.02%	234
2016 Q2	–	Sell	-1,600	Closed	-$58K	–	264
2016 Q1	$58K	Hold	1,600	–	–	0.02%	244
2015 Q4	$53K	Hold	1,600	–	–	0.02%	255
2015 Q3	$47K	Hold	1,600	–	–	0.01%	265
2015 Q2	$42K	Buy	+1,600	New	+$42.9K	0.01%	277

Other funds holding ELS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACI

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

Woodmont Investment Counsel's ELS Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Equity Lifestyle Properties (ELS) in Q4 2016, closing a stake of 1,678 shares — an estimated $65K sold.

Woodmont Investment Counsel first reported a position in ELS in Q2 2015 and held it in 5 quarters. The position peaked at $65K in Q3 2016. 255 funds tracked by Wall St. Rank hold ELS as of Q4 2016.

Woodmont Investment Counsel reported no remaining Equity Lifestyle Properties position as of Q4 2016 after selling out during the quarter.
Woodmont Investment Counsel sold 1,678 Equity Lifestyle Properties shares in Q4 2016, an estimated $65K.
Woodmont Investment Counsel first reported a position in Equity Lifestyle Properties in Q2 2015 and held it in 5 quarters.
Woodmont Investment Counsel's Equity Lifestyle Properties position peaked at $65K in Q3 2016.
255 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.