RA
ELME

Rational Advisors’s Elme Communities ELME Stock Holding History

Rational Advisors’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
2013
Q4 		– Sell
-300
Closed -$8K – 874
2013
Q3 		$8K Hold
300
– – ﹤0.01% 849
2013
Q2 		$8K Buy
+300
New +$8.42K ﹤0.01% 847

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
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MWR
McAdams Wright Ragen Seattle, Washington $1.79B AUM 13.95% 1-Year Est. Return

Rational Advisors's ELME Position: Q4 2013 in Review

Rational Advisors sold out of Elme Communities (ELME) in Q4 2013, closing a stake of 300 shares — an estimated $8K sold.

Rational Advisors first reported a position in ELME in Q2 2013 and held it in 2 quarters. The position peaked at $8K in Q3 2013. 190 funds tracked by Wall St. Rank hold ELME as of Q4 2013.

  • Rational Advisors reported no remaining Elme Communities position as of Q4 2013 after selling out during the quarter.
  • Rational Advisors sold 300 Elme Communities shares in Q4 2013, an estimated $8K.
  • Rational Advisors first reported a position in Elme Communities in Q2 2013 and held it in 2 quarters.
  • Rational Advisors's Elme Communities position peaked at $8K in Q3 2013.
  • 190 funds tracked by Wall St. Rank held Elme Communities as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.