WI
ELME

WBI Investments’s Elme Communities ELME Stock Holding History

WBI Investments’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
Q4 		– Sell
-129,485
Closed -$4.24M – 306
2017
Q3 		$4.24M Buy
129,485
+585
+0.5% +$19.1K 0.19% 88
2017
Q2 		$4.11M Buy
+128,900
New +$4.14M 0.18% 100

Other funds holding ELME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

WBI Investments's ELME Position: Q4 2017 in Review

WBI Investments sold out of Elme Communities (ELME) in Q4 2017, closing a stake of 129,485 shares — an estimated $4.24M sold.

WBI Investments first reported a position in ELME in Q2 2017 and held it in 2 quarters. The position peaked at $4.24M in Q3 2017. 210 funds tracked by Wall St. Rank hold ELME as of Q4 2017.

  • WBI Investments reported no remaining Elme Communities position as of Q4 2017 after selling out during the quarter.
  • WBI Investments sold 129,485 Elme Communities shares in Q4 2017, an estimated $4.24M.
  • WBI Investments first reported a position in Elme Communities in Q2 2017 and held it in 2 quarters.
  • WBI Investments's Elme Communities position peaked at $4.24M in Q3 2017.
  • 210 funds tracked by Wall St. Rank held Elme Communities as of Q4 2017.

Based on WBI Investments's 13F filing for Q4 2017, filed 8 Feb 2018.