Daniel L. Goodwin’s Elme Communities ELME Stock Holding History

Daniel L. Goodwin’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 Q3	–	Sell	-9,500	Closed	-$247K	–	116
2014 Q2	$247K	Sell	9,500 -2,500	-21%	-$62.5K	0.05%	92
2014 Q1	$287K	Hold	12,000	–	–	0.05%	93
2013 Q4	$280K	Hold	12,000	–	–	0.05%	86
2013 Q3	$303K	Hold	12,000	–	–	0.06%	88
2013 Q2	$323K	Buy	+12,000	New	+$337K	0.06%	86

Other funds holding ELME

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

MWR

McAdams Wright Ragen Seattle, Washington $1.79B AUM 13.95% 1-Year Est. Return

Daniel L. Goodwin's ELME Position: Q3 2014 in Review

Daniel L. Goodwin sold out of Elme Communities (ELME) in Q3 2014, closing a stake of 9,500 shares — an estimated $247K sold.

Daniel L. Goodwin first reported a position in ELME in Q2 2013 and held it in 5 quarters. The position peaked at $323K in Q2 2013. 194 funds tracked by Wall St. Rank hold ELME as of Q3 2014.

Daniel L. Goodwin reported no remaining Elme Communities position as of Q3 2014 after selling out during the quarter.
Daniel L. Goodwin sold 9,500 Elme Communities shares in Q3 2014, an estimated $247K.
Daniel L. Goodwin first reported a position in Elme Communities in Q2 2013 and held it in 5 quarters.
Daniel L. Goodwin's Elme Communities position peaked at $323K in Q2 2013.
194 funds tracked by Wall St. Rank held Elme Communities as of Q3 2014.

Based on Daniel L. Goodwin's 13F filing for Q3 2014, filed 13 Nov 2014.