EWM
HME

Elite Wealth Management’s HOME PROPERTIES, INC HME Stock Holding History

Elite Wealth Management’s Portfolio HME Stock Details HME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,200
Closed -$70K – 593
2014
Q3 		$70K Hold
1,200
– – 0.06% 104
2014
Q2 		$77K Hold
1,200
– – 0.08% 91
2014
Q1 		$72K Hold
1,200
– – 0.06% 101
2013
Q4 		$64K Buy
+1,200
New +$67.4K 0.05% 138
2013
Q3 		– Sell
-13,037
Closed -$852K – 486
2013
Q2 		$852K Buy
+13,037
New +$833K 1.25% 17

Other funds holding HME

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Elite Wealth Management's HME Position: Q4 2014 in Review

Elite Wealth Management sold out of HOME PROPERTIES, INC (HME) in Q4 2014, closing a stake of 1,200 shares — an estimated $70K sold.

Elite Wealth Management first reported a position in HME in Q2 2013 and held it in 5 quarters. The position peaked at $852K in Q2 2013. 255 funds tracked by Wall St. Rank hold HME as of Q4 2014.

  • Elite Wealth Management reported no remaining HOME PROPERTIES, INC position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 1,200 HOME PROPERTIES, INC shares in Q4 2014, an estimated $70K.
  • Elite Wealth Management first reported a position in HOME PROPERTIES, INC in Q2 2013 and held it in 5 quarters.
  • Elite Wealth Management's HOME PROPERTIES, INC position peaked at $852K in Q2 2013.
  • 255 funds tracked by Wall St. Rank held HOME PROPERTIES, INC as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.