NFG
ELME

Next Financial Group’s Elme Communities ELME Stock Holding History

Next Financial Group’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
-500
Closed -$13K – 1998
2014
Q3 		$13K Buy
+500
New +$13.3K ﹤0.01% 1632

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

Next Financial Group's ELME Position: Q4 2014 in Review

Next Financial Group sold out of Elme Communities (ELME) in Q4 2014, closing a stake of 500 shares — an estimated $13K sold.

Next Financial Group first reported a position in ELME in Q3 2014 and held it in 1 quarter. The position peaked at $13K in Q3 2014. 199 funds tracked by Wall St. Rank hold ELME as of Q4 2014.

  • Next Financial Group reported no remaining Elme Communities position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 500 Elme Communities shares in Q4 2014, an estimated $13K.
  • Next Financial Group first reported a position in Elme Communities in Q3 2014 and held it in 1 quarter.
  • Next Financial Group's Elme Communities position peaked at $13K in Q3 2014.
  • 199 funds tracked by Wall St. Rank held Elme Communities as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.