Lowe Wealth Advisors’s Elme Communities ELME Stock Holding History

Lowe Wealth Advisors’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 Q3	–	Sell	-400	Closed	-$9K	–	264
2020 Q2	$9K	Hold	400	–	–	0.01%	162
2020 Q1	$10K	Hold	400	–	–	0.01%	141
2019 Q4	$12K	Hold	400	–	–	0.01%	146
2019 Q3	$11K	Sell	400 -100	-20%	-$2.7K	0.01%	144
2019 Q2	$13K	Hold	500	–	–	0.01%	143
2019 Q1	$14K	Hold	500	–	–	0.01%	123
2018 Q4	$12K	Hold	500	–	–	0.01%	124
2018 Q3	$15K	Hold	500	–	–	0.01%	124
2018 Q2	$15K	Hold	500	–	–	0.01%	117
2018 Q1	$14K	Hold	500	–	–	0.01%	131
2017 Q4	$16K	Hold	500	–	–	0.01%	124
2017 Q3	$16K	Hold	500	–	–	0.01%	122
2017 Q2	$16K	Hold	500	–	–	0.01%	108
2017 Q1	$16K	Hold	500	–	–	0.01%	111
2016 Q4	$16K	Hold	500	–	–	0.01%	110
2016 Q3	$16K	Hold	500	–	–	0.01%	111
2016 Q2	$16K	Hold	500	–	–	0.01%	111
2016 Q1	$15K	Sell	500 -300	-38%	-$7.89K	0.01%	109
2015 Q4	$22K	Buy	800 +300	+60%	+$8.11K	0.02%	80
2015 Q3	$12K	Hold	500	–	–	0.01%	117
2015 Q2	$13K	Hold	500	–	–	0.01%	122
2015 Q1	$14K	Buy	+500	New	+$14.1K	0.01%	120

Other funds holding ELME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

TIM

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lowe Wealth Advisors's ELME Position: Q3 2020 in Review

Lowe Wealth Advisors sold out of Elme Communities (ELME) in Q3 2020, closing a stake of 400 shares — an estimated $9K sold.

Lowe Wealth Advisors first reported a position in ELME in Q1 2015 and held it in 22 quarters. The position peaked at $22K in Q4 2015. 199 funds tracked by Wall St. Rank hold ELME as of Q3 2020.

Lowe Wealth Advisors reported no remaining Elme Communities position as of Q3 2020 after selling out during the quarter.
Lowe Wealth Advisors sold 400 Elme Communities shares in Q3 2020, an estimated $9K.
Lowe Wealth Advisors first reported a position in Elme Communities in Q1 2015 and held it in 22 quarters.
Lowe Wealth Advisors's Elme Communities position peaked at $22K in Q4 2015.
199 funds tracked by Wall St. Rank held Elme Communities as of Q3 2020.

Based on Lowe Wealth Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.