WA
ELME

WBH Advisory’s Elme Communities ELME Stock Holding History

WBH Advisory’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
-8,055
Closed -$216K – 192
2013
Q2 		$216K Buy
+8,055
New +$226K 0.1% 176

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

WBH Advisory's ELME Position: Q3 2013 in Review

WBH Advisory sold out of Elme Communities (ELME) in Q3 2013, closing a stake of 8,055 shares — an estimated $216K sold.

WBH Advisory first reported a position in ELME in Q2 2013 and held it in 1 quarter. The position peaked at $216K in Q2 2013. 191 funds tracked by Wall St. Rank hold ELME as of Q3 2013.

  • WBH Advisory reported no remaining Elme Communities position as of Q3 2013 after selling out during the quarter.
  • WBH Advisory sold 8,055 Elme Communities shares in Q3 2013, an estimated $216K.
  • WBH Advisory first reported a position in Elme Communities in Q2 2013 and held it in 1 quarter.
  • WBH Advisory's Elme Communities position peaked at $216K in Q2 2013.
  • 191 funds tracked by Wall St. Rank held Elme Communities as of Q3 2013.

Based on WBH Advisory's 13F filing for Q3 2013, filed 5 Nov 2013.