OFW
ELME

Omnia Family Wealth’s Elme Communities ELME Stock Holding History

Omnia Family Wealth’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
-98
Closed -$3K – 573
2018
Q3 		$3K Hold
98
– – ﹤0.01% 362
2018
Q2 		$3K Buy
+98
New +$2.8K ﹤0.01% 344

Other funds holding ELME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Omnia Family Wealth's ELME Position: Q4 2018 in Review

Omnia Family Wealth sold out of Elme Communities (ELME) in Q4 2018, closing a stake of 98 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in ELME in Q2 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 208 funds tracked by Wall St. Rank hold ELME as of Q4 2018.

  • Omnia Family Wealth reported no remaining Elme Communities position as of Q4 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 98 Elme Communities shares in Q4 2018, an estimated $3K.
  • Omnia Family Wealth first reported a position in Elme Communities in Q2 2018 and held it in 2 quarters.
  • Omnia Family Wealth's Elme Communities position peaked at $3K in Q3 2018.
  • 208 funds tracked by Wall St. Rank held Elme Communities as of Q4 2018.

Based on Omnia Family Wealth's 13F filing for Q4 2018, filed 26 Feb 2019.