MFS
ELME

McNamara Financial Services’s Elme Communities ELME Stock Holding History

McNamara Financial Services’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
Q1 		– Sell
-1,904
Closed -$53K – 89
2014
Q4 		$53K Buy
+1,904
New +$51.7K 0.05% 92

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

McNamara Financial Services's ELME Position: Q1 2015 in Review

McNamara Financial Services sold out of Elme Communities (ELME) in Q1 2015, closing a stake of 1,904 shares — an estimated $53K sold.

McNamara Financial Services first reported a position in ELME in Q4 2014 and held it in 1 quarter. The position peaked at $53K in Q4 2014. 197 funds tracked by Wall St. Rank hold ELME as of Q1 2015.

  • McNamara Financial Services reported no remaining Elme Communities position as of Q1 2015 after selling out during the quarter.
  • McNamara Financial Services sold 1,904 Elme Communities shares in Q1 2015, an estimated $53K.
  • McNamara Financial Services first reported a position in Elme Communities in Q4 2014 and held it in 1 quarter.
  • McNamara Financial Services's Elme Communities position peaked at $53K in Q4 2014.
  • 197 funds tracked by Wall St. Rank held Elme Communities as of Q1 2015.

Based on McNamara Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.