FM
ELME

Foster & Motley’s Elme Communities ELME Stock Holding History

Foster & Motley’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
Q1 		– Sell
-9,040
Closed -$211K – 166
2013
Q4 		$211K Sell
9,040
-2,440
-21% -$60.3K 0.05% 154
2013
Q3 		$290K Sell
11,480
-2,180
-16% -$56.6K 0.08% 132
2013
Q2 		$368K Buy
+13,660
New +$384K 0.1% 119

Other funds holding ELME

Vanguard Group
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
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
MWR
McAdams Wright Ragen Seattle, Washington $1.79B AUM 13.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

Foster & Motley's ELME Position: Q1 2014 in Review

Foster & Motley sold out of Elme Communities (ELME) in Q1 2014, closing a stake of 9,040 shares — an estimated $211K sold.

Foster & Motley first reported a position in ELME in Q2 2013 and held it in 3 quarters. The position peaked at $368K in Q2 2013. 201 funds tracked by Wall St. Rank hold ELME as of Q1 2014.

  • Foster & Motley reported no remaining Elme Communities position as of Q1 2014 after selling out during the quarter.
  • Foster & Motley sold 9,040 Elme Communities shares in Q1 2014, an estimated $211K.
  • Foster & Motley first reported a position in Elme Communities in Q2 2013 and held it in 3 quarters.
  • Foster & Motley's Elme Communities position peaked at $368K in Q2 2013.
  • 201 funds tracked by Wall St. Rank held Elme Communities as of Q1 2014.

Based on Foster & Motley's 13F filing for Q1 2014, filed 23 Apr 2014.