Bridgewater Wealth & Financial Management’s Elme Communities ELME Stock Holding History

Bridgewater Wealth & Financial 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
2017 Q3	–	Sell	-51,159	Closed	-$1.63M	–	59
2017 Q2	$1.63M	Hold	51,159	–	–	0.54%	37
2017 Q1	$1.6M	Sell	51,159 -100	-0.2%	-$3.19K	0.59%	36
2016 Q4	$1.68M	Hold	51,259	–	–	0.63%	35
2016 Q3	$1.59M	Sell	51,259 -999	-2%	-$32.4K	0.59%	36
2016 Q2	$1.64M	Sell	52,258 -1,918	-4%	-$56.5K	0.59%	37
2016 Q1	$1.58M	Buy	54,176 +349	+0.6%	+$9.18K	0.58%	35
2015 Q4	$1.46M	Sell	53,827 -200	-0.4%	-$5.41K	0.57%	35
2015 Q3	$1.35M	Hold	54,027	–	–	0.56%	34
2015 Q2	$1.4M	Sell	54,027 -875	-2%	-$22.5K	0.59%	35
2015 Q1	$1.52M	Sell	54,902 -713	-1%	-$20.1K	0.65%	35
2014 Q4	$1.54M	Buy	+55,615	New	+$1.51M	0.63%	40

Other funds holding ELME

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Bridgewater Wealth & Financial Management's ELME Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Elme Communities (ELME) in Q3 2017, closing a stake of 51,159 shares — an estimated $1.63M sold.

Bridgewater Wealth & Financial Management first reported a position in ELME in Q4 2014 and held it in 11 quarters. The position peaked at $1.68M in Q4 2016. 211 funds tracked by Wall St. Rank hold ELME as of Q3 2017.

Bridgewater Wealth & Financial Management reported no remaining Elme Communities position as of Q3 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 51,159 Elme Communities shares in Q3 2017, an estimated $1.63M.
Bridgewater Wealth & Financial Management first reported a position in Elme Communities in Q4 2014 and held it in 11 quarters.
Bridgewater Wealth & Financial Management's Elme Communities position peaked at $1.68M in Q4 2016.
211 funds tracked by Wall St. Rank held Elme Communities as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.