Burt Wealth Advisors’s Elme Communities ELME Stock Holding History

Burt Wealth Advisors’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
2020 Q4	–	Sell	-2,025	Closed	-$41K	–	396
2020 Q3	$41K	Hold	2,025	–	–	0.02%	188
2020 Q2	$45K	Hold	2,025	–	–	0.02%	181
2020 Q1	$48K	Hold	2,025	–	–	0.02%	166
2019 Q4	$59K	Hold	2,025	–	–	0.02%	161
2019 Q3	$55K	Hold	2,025	–	–	0.02%	166
2019 Q2	$54K	Hold	2,025	–	–	0.02%	163
2019 Q1	$57K	Hold	2,025	–	–	0.03%	168
2018 Q4	$47K	Hold	2,025	–	–	0.02%	178
2018 Q3	$62K	Hold	2,025	–	–	0.03%	172
2018 Q2	$61K	Hold	2,025	–	–	0.03%	162
2018 Q1	$55K	Hold	2,025	–	–	0.03%	167
2017 Q4	$63K	Hold	2,025	–	–	0.04%	163
2017 Q3	$66K	Hold	2,025	–	–	0.04%	154
2017 Q2	$64K	Hold	2,025	–	–	0.04%	163
2017 Q1	$63K	Hold	2,025	–	–	0.05%	145
2016 Q4	$66K	Sell	2,025 -100	-5%	-$3.05K	0.06%	146
2016 Q3	$66K	Sell	2,125 -64,728	-97%	-$2.1M	0.07%	138
2016 Q2	$62K	Buy	66,853 +64,728	+3,046%	+$1.91M	0.07%	136
2016 Q1	$62K	Hold	2,125	–	–	0.06%	147
2015 Q4	$57K	Hold	2,125	–	–	0.05%	136
2015 Q3	$52K	Hold	2,125	–	–	0.06%	133
2015 Q2	$55K	Buy	2,125 +100	+5%	+$2.57K	0.06%	141
2015 Q1	$56K	Hold	2,025	–	–	0.06%	131
2014 Q4	$56K	Buy	+2,025	New	+$55K	0.06%	132

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Burt Wealth Advisors's ELME Position: Q4 2020 in Review

Burt Wealth Advisors sold out of Elme Communities (ELME) in Q4 2020, closing a stake of 2,025 shares — an estimated $41K sold.

Burt Wealth Advisors first reported a position in ELME in Q4 2014 and held it in 24 quarters. The position peaked at $66K in Q3 2017. 203 funds tracked by Wall St. Rank hold ELME as of Q4 2020.

Burt Wealth Advisors reported no remaining Elme Communities position as of Q4 2020 after selling out during the quarter.
Burt Wealth Advisors sold 2,025 Elme Communities shares in Q4 2020, an estimated $41K.
Burt Wealth Advisors first reported a position in Elme Communities in Q4 2014 and held it in 24 quarters.
Burt Wealth Advisors's Elme Communities position peaked at $66K in Q3 2017.
203 funds tracked by Wall St. Rank held Elme Communities as of Q4 2020.

Based on Burt Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.