De Burlo Group’s Elme Communities ELME Stock Holding History

De Burlo 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
2013 Q4	–	Sell	-8,300	Closed	-$210K	–	103
2013 Q3	$210K	Hold	8,300	–	–	0.06%	94
2013 Q2	$223K	Buy	+8,300	New	+$233K	0.07%	85

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

BFA

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

PHAM

Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 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

De Burlo Group's ELME Position: Q4 2013 in Review

De Burlo Group sold out of Elme Communities (ELME) in Q4 2013, closing a stake of 8,300 shares — an estimated $210K sold.

De Burlo Group first reported a position in ELME in Q2 2013 and held it in 2 quarters. The position peaked at $223K in Q2 2013. 190 funds tracked by Wall St. Rank hold ELME as of Q4 2013.

De Burlo Group reported no remaining Elme Communities position as of Q4 2013 after selling out during the quarter.
De Burlo Group sold 8,300 Elme Communities shares in Q4 2013, an estimated $210K.
De Burlo Group first reported a position in Elme Communities in Q2 2013 and held it in 2 quarters.
De Burlo Group's Elme Communities position peaked at $223K in Q2 2013.
190 funds tracked by Wall St. Rank held Elme Communities as of Q4 2013.

Based on De Burlo Group's 13F filing for Q4 2013, filed 7 Feb 2014.