OBWP
ELME

O'Brien Wealth Partners’s Elme Communities ELME Stock Holding History

O'Brien Wealth Partners’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
2018
Q4 		– Sell
-225
Closed -$7K – 103
2018
Q3 		$7K Buy
+225
New +$6.92K ﹤0.01% 140
2018
Q2 		– Sell
-225
Closed -$6K – 124
2018
Q1 		$6K Buy
+225
New +$6.15K ﹤0.01% 133

Other funds holding ELME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

O'Brien Wealth Partners's ELME Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Elme Communities (ELME) in Q4 2018, closing a stake of 225 shares — an estimated $7K sold.

O'Brien Wealth Partners first reported a position in ELME in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 208 funds tracked by Wall St. Rank hold ELME as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Elme Communities position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 225 Elme Communities shares in Q4 2018, an estimated $7K.
  • O'Brien Wealth Partners first reported a position in Elme Communities in Q1 2018 and held it in 2 quarters.
  • O'Brien Wealth Partners's Elme Communities position peaked at $7K in Q3 2018.
  • 208 funds tracked by Wall St. Rank held Elme Communities as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.