CT Financial Advisors’s Elme Communities ELME Stock Holding History

CT Financial 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
2017 Q1	$1.17M	Sell	37,389 -1,004	-3%	-$32K	0.72%	39
2016 Q4	$1.26M	Hold	38,393	–	–	0.8%	37
2016 Q3	$1.19M	Sell	38,393 -515	-1%	-$16.7K	0.73%	39
2016 Q2	$1.22M	Sell	38,908 -3,416	-8%	-$101K	0.75%	36
2016 Q1	$1.24M	Sell	42,324 -520	-1%	-$13.7K	0.7%	41
2015 Q4	$1.16M	Sell	42,844 -2,739	-6%	-$74K	0.67%	41
2015 Q3	$1.14M	Sell	45,583 -2,661	-6%	-$68.6K	0.71%	37
2015 Q2	$1.25M	Sell	48,244 -27	-0.1%	-$694	0.71%	40
2015 Q1	$1.33M	Sell	48,271 -2,564	-5%	-$72.4K	0.74%	39
2014 Q4	$1.41M	Buy	+50,835	New	+$1.38M	1.06%	25
2014 Q1	$1.33M	Buy	+48,271	New	+$1.14M	0.74%	39

Other funds holding ELME

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

TIM

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

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

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CT Financial Advisors's ELME Position: Q1 2017 in Review

CT Financial Advisors reduced its Elme Communities (ELME) stake by 2.6% in Q1 2017, selling an estimated $32K and leaving 37,389 shares worth $1.17M. The position accounts for 0.72% of the portfolio, ranked #39.

CT Financial Advisors first reported a position in ELME in Q1 2014 and has held it in 11 quarters since. The position peaked at $1.41M in Q4 2014. 201 funds tracked by Wall St. Rank hold ELME as of Q1 2017.

CT Financial Advisors held 37,389 shares of Elme Communities worth $1.17M as of Q1 2017.
CT Financial Advisors sold 1,004 Elme Communities shares in Q1 2017, an estimated $32K.
Elme Communities made up 0.72% of CT Financial Advisors's portfolio in Q1 2017, its #39 holding.
CT Financial Advisors first reported a position in Elme Communities in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Elme Communities position peaked at $1.41M in Q4 2014.
201 funds tracked by Wall St. Rank held Elme Communities as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.