CGT
ELME

Capital Guardian Trust’s Elme Communities ELME Stock Holding History

Capital Guardian Trust’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
2014
Q1 		– Sell
-85
Closed -$2K – 512
2013
Q4 		$2K Buy
+85
New +$2.1K ﹤0.01% 552

Other funds holding ELME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MWR
McAdams Wright Ragen Seattle, Washington $1.79B AUM 13.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

Capital Guardian Trust's ELME Position: Q1 2014 in Review

Capital Guardian Trust sold out of Elme Communities (ELME) in Q1 2014, closing a stake of 85 shares — an estimated $2K sold.

Capital Guardian Trust first reported a position in ELME in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 201 funds tracked by Wall St. Rank hold ELME as of Q1 2014.

  • Capital Guardian Trust reported no remaining Elme Communities position as of Q1 2014 after selling out during the quarter.
  • Capital Guardian Trust sold 85 Elme Communities shares in Q1 2014, an estimated $2K.
  • Capital Guardian Trust first reported a position in Elme Communities in Q4 2013 and held it in 1 quarter.
  • Capital Guardian Trust's Elme Communities position peaked at $2K in Q4 2013.
  • 201 funds tracked by Wall St. Rank held Elme Communities as of Q1 2014.

Based on Capital Guardian Trust's 13F filing for Q1 2014, filed 15 May 2014.