BCWM
ELME

Bartlett & Co Wealth Management’s Elme Communities ELME Stock Holding History

Bartlett & Co Wealth Management’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
2019
Q3 		– Sell
-90
Closed -$2.41K – 893
2019
Q2 		$2.41K Buy
+90
New +$2.49K ﹤0.01% 664

Other funds holding ELME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bartlett & Co Wealth Management's ELME Position: Q3 2019 in Review

Bartlett & Co Wealth Management sold out of Elme Communities (ELME) in Q3 2019, closing a stake of 90 shares — an estimated $2.41K sold.

Bartlett & Co Wealth Management first reported a position in ELME in Q2 2019 and held it in 1 quarter. The position peaked at $2.41K in Q2 2019. 208 funds tracked by Wall St. Rank hold ELME as of Q3 2019.

  • Bartlett & Co Wealth Management reported no remaining Elme Communities position as of Q3 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 90 Elme Communities shares in Q3 2019, an estimated $2.41K.
  • Bartlett & Co Wealth Management first reported a position in Elme Communities in Q2 2019 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Elme Communities position peaked at $2.41K in Q2 2019.
  • 208 funds tracked by Wall St. Rank held Elme Communities as of Q3 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2019, filed 13 Feb 2024.