SNT
ELME

Security National Trust’s Elme Communities ELME Stock Holding History

Security National Trust’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
2017
Q1 		– Sell
-50
Closed -$2K – 426
2016
Q4 		$2K Hold
50
– – ﹤0.01% 415
2016
Q3 		$2K Hold
50
– – ﹤0.01% 439
2016
Q2 		$2K Hold
50
– – ﹤0.01% 436
2016
Q1 		$1K Hold
50
– – ﹤0.01% 449
2015
Q4 		$1K Hold
50
– – ﹤0.01% 469
2015
Q3 		$1K Sell
50
-1,000
-95% -$25.8K ﹤0.01% 455
2015
Q2 		$27K Sell
1,050
-50
-5% -$1.29K 0.01% 320
2015
Q1 		$30K Sell
1,100
-50
-4% -$1.41K 0.01% 323
2014
Q4 		$32K Sell
1,150
-50
-4% -$1.36K 0.01% 308
2014
Q3 		$30K Buy
1,200
+100
+9% +$2.67K 0.01% 309
2014
Q2 		$29K Hold
1,100
– – 0.01% 316
2014
Q1 		$26K Hold
1,100
– – 0.01% 329
2013
Q4 		$26K Buy
1,100
+1,000
+1,000% +$24.7K 0.01% 328
2013
Q3 		$3K Hold
100
– – ﹤0.01% 466
2013
Q2 		$3K Buy
+100
New +$2.81K ﹤0.01% 454

Other funds holding ELME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Security National Trust's ELME Position: Q1 2017 in Review

Security National Trust sold out of Elme Communities (ELME) in Q1 2017, closing a stake of 50 shares — an estimated $2K sold.

Security National Trust first reported a position in ELME in Q2 2013 and held it in 15 quarters. The position peaked at $32K in Q4 2014. 201 funds tracked by Wall St. Rank hold ELME as of Q1 2017.

  • Security National Trust reported no remaining Elme Communities position as of Q1 2017 after selling out during the quarter.
  • Security National Trust sold 50 Elme Communities shares in Q1 2017, an estimated $2K.
  • Security National Trust first reported a position in Elme Communities in Q2 2013 and held it in 15 quarters.
  • Security National Trust's Elme Communities position peaked at $32K in Q4 2014.
  • 201 funds tracked by Wall St. Rank held Elme Communities as of Q1 2017.

Based on Security National Trust's 13F filing for Q1 2017, filed 27 Apr 2017.