OIWM
ELME

OptiFour Integrated Wealth Management’s Elme Communities ELME Stock Holding History

OptiFour Integrated Wealth Management’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
2019
Q4 		$292K Hold
10,000
– – 0.2% 57
2019
Q3 		$274K Hold
10,000
– – 0.19% 60
2019
Q2 		$267K Buy
+10,000
New +$277K 0.19% 63

Other funds holding ELME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OptiFour Integrated Wealth Management's ELME Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its Elme Communities (ELME) position steady in Q4 2019 at 10,000 shares worth $292K. The position accounts for 0.2% of the portfolio, ranked #57.

OptiFour Integrated Wealth Management first reported a position in ELME in Q2 2019 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold ELME as of Q4 2019.

  • OptiFour Integrated Wealth Management held 10,000 shares of Elme Communities worth $292K as of Q4 2019.
  • OptiFour Integrated Wealth Management left its Elme Communities share count unchanged in Q4 2019.
  • Elme Communities made up 0.2% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #57 holding.
  • OptiFour Integrated Wealth Management first reported a position in Elme Communities in Q2 2019 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held Elme Communities as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.