B
ELME icon

Bellecapital’s Elme Communities ELME Stock Holding History

Bellecapital’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
Q3 		– Sell
-6,600
Closed -$200K – 88
2018
Q2 		$200K Buy
+6,600
New +$189K 0.14% 86
2018
Q1 		– Sell
-6,600
Closed -$205K – 82
2017
Q4 		$205K Hold
6,600
– – 0.17% 75
2017
Q3 		$216K Hold
6,600
– – 0.25% 63
2017
Q2 		$211K Hold
6,600
– – 0.18% 68
2017
Q1 		$206K Hold
6,600
– – 0.19% 69
2016
Q4 		$216K Buy
+6,600
New +$201K 0.19% 72

Other funds holding ELME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Bellecapital's ELME Position: Q3 2018 in Review

Bellecapital sold out of Elme Communities (ELME) in Q3 2018, closing a stake of 6,600 shares — an estimated $200K sold.

Bellecapital first reported a position in ELME in Q4 2016 and held it in 6 quarters. The position peaked at $216K in Q3 2017. 193 funds tracked by Wall St. Rank hold ELME as of Q3 2018.

  • Bellecapital reported no remaining Elme Communities position as of Q3 2018 after selling out during the quarter.
  • Bellecapital sold 6,600 Elme Communities shares in Q3 2018, an estimated $200K.
  • Bellecapital first reported a position in Elme Communities in Q4 2016 and held it in 6 quarters.
  • Bellecapital's Elme Communities position peaked at $216K in Q3 2017.
  • 193 funds tracked by Wall St. Rank held Elme Communities as of Q3 2018.

Based on Bellecapital's 13F filing for Q3 2018, filed 12 Oct 2018.