Bartlett & Co’s Elme Communities ELME Stock Holding History

Bartlett & Co’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	-$2K	–	875
2019 Q2	$2K	Buy	+90	New	+$2.49K	﹤0.01%	669
2016 Q4	–	Sell	-1,350	Closed	-$42K	–	705
2016 Q3	$42K	Hold	1,350	–	–	﹤0.01%	449
2016 Q2	$42K	Hold	1,350	–	–	﹤0.01%	449
2016 Q1	$39K	Hold	1,350	–	–	﹤0.01%	443
2015 Q4	$37K	Sell	1,350 -650	-33%	-$17.6K	﹤0.01%	457
2015 Q3	$50K	Hold	2,000	–	–	﹤0.01%	416
2015 Q2	$52K	Hold	2,000	–	–	﹤0.01%	426
2015 Q1	$55K	Hold	2,000	–	–	﹤0.01%	420
2014 Q4	$55K	Hold	2,000	–	–	﹤0.01%	416
2014 Q3	$51K	Hold	2,000	–	–	﹤0.01%	427
2014 Q2	$52K	Hold	2,000	–	–	﹤0.01%	434
2014 Q1	$48K	Sell	2,000 -1,300	-39%	-$30.7K	﹤0.01%	436
2013 Q4	$77K	Hold	3,300	–	–	﹤0.01%	348
2013 Q3	$83K	Hold	3,300	–	–	﹤0.01%	328
2013 Q2	$89K	Buy	+3,300	New	+$92.7K	﹤0.01%	305

Other funds holding ELME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Bartlett & Co sold out of Elme Communities (ELME) in Q3 2019, closing a stake of 90 shares — an estimated $2K sold.

Bartlett & Co first reported a position in ELME in Q2 2013 and held it in 15 quarters. The position peaked at $89K in Q2 2013. 208 funds tracked by Wall St. Rank hold ELME as of Q3 2019.

Bartlett & Co reported no remaining Elme Communities position as of Q3 2019 after selling out during the quarter.
Bartlett & Co sold 90 Elme Communities shares in Q3 2019, an estimated $2K.
Bartlett & Co first reported a position in Elme Communities in Q2 2013 and held it in 15 quarters.
Bartlett & Co's Elme Communities position peaked at $89K in Q2 2013.
208 funds tracked by Wall St. Rank held Elme Communities as of Q3 2019.

Based on Bartlett & Co's 13F filing for Q3 2019, filed 4 Nov 2019.