APP
ELME

Avantax Planning Partners’s Elme Communities ELME Stock Holding History

Avantax Planning Partners’s Portfolio ELME Stock Details ELME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-29
Closed -$1K – 567
2018
Q1 		$1K Buy
+29
New +$792 ﹤0.01% 1693

Other funds holding ELME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Avantax Planning Partners's ELME Position: Q2 2018 in Review

Avantax Planning Partners sold out of Elme Communities (ELME) in Q2 2018, closing a stake of 29 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in ELME in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 203 funds tracked by Wall St. Rank hold ELME as of Q2 2018.

  • Avantax Planning Partners reported no remaining Elme Communities position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 29 Elme Communities shares in Q2 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in Elme Communities in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Elme Communities position peaked at $1K in Q1 2018.
  • 203 funds tracked by Wall St. Rank held Elme Communities as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.