SHJ
ELME

Sharkey, Howes & Javer’s Elme Communities ELME Stock Holding History

Sharkey, Howes & Javer’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
Q2 		– Sell
-149
Closed -$5K – 213
2017
Q1 		$5K Hold
149
– – ﹤0.01% 177
2016
Q4 		$5K Hold
149
– – ﹤0.01% 179
2016
Q3 		$5K Hold
149
– – ﹤0.01% 180
2016
Q2 		$5K Hold
149
– – ﹤0.01% 187
2016
Q1 		$4K Hold
149
– – ﹤0.01% 205
2015
Q4 		$4K Hold
149
– – ﹤0.01% 202
2015
Q3 		$4K Buy
+149
New +$3.84K ﹤0.01% 198

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sharkey, Howes & Javer's ELME Position: Q2 2017 in Review

Sharkey, Howes & Javer sold out of Elme Communities (ELME) in Q2 2017, closing a stake of 149 shares — an estimated $5K sold.

Sharkey, Howes & Javer first reported a position in ELME in Q3 2015 and held it in 7 quarters. The position peaked at $5K in Q1 2017. 210 funds tracked by Wall St. Rank hold ELME as of Q2 2017.

  • Sharkey, Howes & Javer reported no remaining Elme Communities position as of Q2 2017 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 149 Elme Communities shares in Q2 2017, an estimated $5K.
  • Sharkey, Howes & Javer first reported a position in Elme Communities in Q3 2015 and held it in 7 quarters.
  • Sharkey, Howes & Javer's Elme Communities position peaked at $5K in Q1 2017.
  • 210 funds tracked by Wall St. Rank held Elme Communities as of Q2 2017.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2017, filed 19 Jul 2017.