SHWM
ELME

Smith & Howard Wealth Management’s Elme Communities ELME Stock Holding History

Smith & Howard 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
2013
Q3 		– Sell
-165
Closed -$4K – 256
2013
Q2 		$4K Buy
+165
New +$4.63K ﹤0.01% 204

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Smith & Howard Wealth Management's ELME Position: Q3 2013 in Review

Smith & Howard Wealth Management sold out of Elme Communities (ELME) in Q3 2013, closing a stake of 165 shares — an estimated $4K sold.

Smith & Howard Wealth Management first reported a position in ELME in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 191 funds tracked by Wall St. Rank hold ELME as of Q3 2013.

  • Smith & Howard Wealth Management reported no remaining Elme Communities position as of Q3 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 165 Elme Communities shares in Q3 2013, an estimated $4K.
  • Smith & Howard Wealth Management first reported a position in Elme Communities in Q2 2013 and held it in 1 quarter.
  • Smith & Howard Wealth Management's Elme Communities position peaked at $4K in Q2 2013.
  • 191 funds tracked by Wall St. Rank held Elme Communities as of Q3 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2013, filed 31 Oct 2013.