Chicago Partners Investment Group’s Elme Communities ELME Stock Holding History

Chicago Partners Investment Group’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 Q4	–	Sell	-7,427	Closed	-$211K	–	498
2018 Q3	$211K	Buy	7,427 +45	+0.6%	+$1.38K	0.03%	291
2018 Q2	$224K	Buy	7,382 +2,257	+44%	+$64.6K	0.03%	260
2018 Q1	$140K	Hold	5,125	–	–	0.02%	306
2017 Q4	$159K	Hold	5,125	–	–	0.03%	292
2017 Q3	$168K	Hold	5,125	–	–	0.03%	279
2017 Q2	$163K	Buy	+5,125	New	+$165K	0.04%	227
2017 Q1	–	Sell	-5,125	Closed	-$168K	–	558
2016 Q4	$168K	Hold	5,125	–	–	0.06%	187
2016 Q3	$159K	Hold	5,125	–	–	0.06%	191
2016 Q2	$161K	Hold	5,125	–	–	0.08%	152
2016 Q1	$150K	Hold	5,125	–	–	0.08%	152
2015 Q4	$139K	Hold	5,125	–	–	0.07%	197
2015 Q3	$128K	Sell	5,125 -5,119	-50%	-$132K	0.07%	162
2015 Q2	$275K	Buy	10,244 +5,125	+100%	+$132K	0.13%	110
2015 Q1	$142K	Buy	+5,119	New	+$145K	0.06%	150

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Chicago Partners Investment Group's ELME Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Elme Communities (ELME) in Q4 2018, closing a stake of 7,427 shares — an estimated $211K sold.

Chicago Partners Investment Group first reported a position in ELME in Q1 2015 and held it in 14 quarters. The position peaked at $275K in Q2 2015. 208 funds tracked by Wall St. Rank hold ELME as of Q4 2018.

Chicago Partners Investment Group reported no remaining Elme Communities position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 7,427 Elme Communities shares in Q4 2018, an estimated $211K.
Chicago Partners Investment Group first reported a position in Elme Communities in Q1 2015 and held it in 14 quarters.
Chicago Partners Investment Group's Elme Communities position peaked at $275K in Q2 2015.
208 funds tracked by Wall St. Rank held Elme Communities as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.