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WealthPLAN Partners’s Elme Communities ELME Stock Holding History

WealthPLAN Partners’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
2016
Q3 		– Sell
-140
Closed -$4.4K – 988
2016
Q2 		$4.4K Buy
+140
New +$4.13K ﹤0.01% 2026
2015
Q4 		$3.79K Buy
+140
New +$3.78K ﹤0.01% 1391

Other funds holding ELME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

WealthPLAN Partners's ELME Position: Q3 2016 in Review

WealthPLAN Partners sold out of Elme Communities (ELME) in Q3 2016, closing a stake of 140 shares — an estimated $4.4K sold.

WealthPLAN Partners first reported a position in ELME in Q4 2015 and held it in 2 quarters. The position peaked at $4.4K in Q2 2016. 215 funds tracked by Wall St. Rank hold ELME as of Q3 2016.

  • WealthPLAN Partners reported no remaining Elme Communities position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 140 Elme Communities shares in Q3 2016, an estimated $4.4K.
  • WealthPLAN Partners first reported a position in Elme Communities in Q4 2015 and held it in 2 quarters.
  • WealthPLAN Partners's Elme Communities position peaked at $4.4K in Q2 2016.
  • 215 funds tracked by Wall St. Rank held Elme Communities as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.