EWM
ELME

Endurance Wealth Management’s Elme Communities ELME Stock Holding History

Endurance Wealth Management’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
2015
Q3 		– Sell
-700
Closed -$18K – 516
2015
Q2 		$18K Buy
+700
New +$18K ﹤0.01% 360

Other funds holding ELME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Endurance Wealth Management's ELME Position: Q3 2015 in Review

Endurance Wealth Management sold out of Elme Communities (ELME) in Q3 2015, closing a stake of 700 shares — an estimated $18K sold.

Endurance Wealth Management first reported a position in ELME in Q2 2015 and held it in 1 quarter. The position peaked at $18K in Q2 2015. 190 funds tracked by Wall St. Rank hold ELME as of Q3 2015.

  • Endurance Wealth Management reported no remaining Elme Communities position as of Q3 2015 after selling out during the quarter.
  • Endurance Wealth Management sold 700 Elme Communities shares in Q3 2015, an estimated $18K.
  • Endurance Wealth Management first reported a position in Elme Communities in Q2 2015 and held it in 1 quarter.
  • Endurance Wealth Management's Elme Communities position peaked at $18K in Q2 2015.
  • 190 funds tracked by Wall St. Rank held Elme Communities as of Q3 2015.

Based on Endurance Wealth Management's 13F filing for Q3 2015, filed 6 Nov 2015.