LFFS
ELME

La Francaise Forum Securities’s Elme Communities ELME Stock Holding History

La Francaise Forum Securities’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
Q4 		– Sell
-15,164
Closed -$385K – 49
2014
Q3 		$385K Sell
15,164
-6,343
-29% -$169K 0.31% 47
2014
Q2 		$559K Buy
21,507
+8,385
+64% +$210K 0.27% 45
2014
Q1 		$314K Buy
+13,122
New +$310K 0.16% 47

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

La Francaise Forum Securities's ELME Position: Q4 2014 in Review

La Francaise Forum Securities sold out of Elme Communities (ELME) in Q4 2014, closing a stake of 15,164 shares — an estimated $385K sold.

La Francaise Forum Securities first reported a position in ELME in Q1 2014 and held it in 3 quarters. The position peaked at $559K in Q2 2014. 199 funds tracked by Wall St. Rank hold ELME as of Q4 2014.

  • La Francaise Forum Securities reported no remaining Elme Communities position as of Q4 2014 after selling out during the quarter.
  • La Francaise Forum Securities sold 15,164 Elme Communities shares in Q4 2014, an estimated $385K.
  • La Francaise Forum Securities first reported a position in Elme Communities in Q1 2014 and held it in 3 quarters.
  • La Francaise Forum Securities's Elme Communities position peaked at $559K in Q2 2014.
  • 199 funds tracked by Wall St. Rank held Elme Communities as of Q4 2014.

Based on La Francaise Forum Securities's 13F filing for Q4 2014, filed 10 Feb 2015.