Iowa State Bank’s Elme Communities ELME Stock Holding History

Iowa State Bank’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
2020 Q1	–	Sell	-7,500	Closed	-$219K	–	125
2019 Q4	$219K	Hold	7,500	–	–	0.08%	126
2019 Q3	$205K	Hold	7,500	–	–	0.08%	126
2019 Q2	$200K	Hold	7,500	–	–	0.09%	101
2019 Q1	$213K	Buy	+7,500	New	+$195K	0.1%	98
2018 Q4	–	Sell	-7,500	Closed	-$230K	–	102
2018 Q3	$230K	Hold	7,500	–	–	0.1%	93
2018 Q2	$227K	Hold	7,500	–	–	0.11%	96
2018 Q1	$205K	Hold	7,500	–	–	0.1%	95
2017 Q4	$233K	Hold	7,500	–	–	0.11%	92
2017 Q3	$246K	Hold	7,500	–	–	0.12%	86
2017 Q2	$239K	Hold	7,500	–	–	0.11%	86
2017 Q1	$235K	Hold	7,500	–	–	0.12%	82
2016 Q4	$245K	Hold	7,500	–	–	0.13%	80
2016 Q3	$233K	Hold	7,500	–	–	0.12%	81
2016 Q2	$236K	Hold	7,500	–	–	0.13%	81
2016 Q1	$219K	Hold	7,500	–	–	0.12%	85
2015 Q4	$203K	Buy	+7,500	New	+$203K	0.12%	80

Other funds holding ELME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Iowa State Bank's ELME Position: Q1 2020 in Review

Iowa State Bank sold out of Elme Communities (ELME) in Q1 2020, closing a stake of 7,500 shares — an estimated $219K sold.

Iowa State Bank first reported a position in ELME in Q4 2015 and held it in 16 quarters. The position peaked at $246K in Q3 2017. 209 funds tracked by Wall St. Rank hold ELME as of Q1 2020.

Iowa State Bank reported no remaining Elme Communities position as of Q1 2020 after selling out during the quarter.
Iowa State Bank sold 7,500 Elme Communities shares in Q1 2020, an estimated $219K.
Iowa State Bank first reported a position in Elme Communities in Q4 2015 and held it in 16 quarters.
Iowa State Bank's Elme Communities position peaked at $246K in Q3 2017.
209 funds tracked by Wall St. Rank held Elme Communities as of Q1 2020.

Based on Iowa State Bank's 13F filing for Q1 2020, filed 29 Apr 2020.