WAM
ELME

Wealthspire Advisors (Maryland)’s Elme Communities ELME Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-5,440
Closed -$154K – 904
2019
Q1 		$154K Buy
5,440
+206
+4% +$5.36K 0.01% 503
2018
Q4 		$120K Hold
5,234
– – 0.01% 547
2018
Q3 		$160K Sell
5,234
-778
-13% -$23.9K 0.01% 519
2018
Q2 		$182K Sell
6,012
-994
-14% -$28.4K 0.02% 493
2018
Q1 		$191K Buy
7,006
+56
+0.8% +$1.53K 0.02% 486
2017
Q4 		$216K Hold
6,950
– – 0.02% 453
2017
Q3 		$228K Buy
6,950
+28
+0.4% +$912 0.02% 433
2017
Q2 		$221K Buy
6,922
+4,304
+164% +$138K 0.03% 422
2017
Q1 		$82K Buy
2,618
+17
+0.7% +$542 0.01% 658
2016
Q4 		$85K Sell
2,601
-491
-16% -$15K 0.01% 626
2016
Q3 		$96K Buy
3,092
+9
+0.3% +$292 0.02% 579
2016
Q2 		$97K Buy
3,083
+10
+0.3% +$295 0.02% 538
2016
Q1 		$90K Buy
3,073
+10
+0.3% +$263 0.02% 543
2015
Q4 		$83K Buy
+3,063
New +$82.8K 0.02% 574

Other funds holding ELME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ELME Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Elme Communities (ELME) in Q2 2019, closing a stake of 5,440 shares — an estimated $154K sold.

Wealthspire Advisors (Maryland) first reported a position in ELME in Q4 2015 and held it in 14 quarters. The position peaked at $228K in Q3 2017. 208 funds tracked by Wall St. Rank hold ELME as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Elme Communities position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5,440 Elme Communities shares in Q2 2019, an estimated $154K.
  • Wealthspire Advisors (Maryland) first reported a position in Elme Communities in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Elme Communities position peaked at $228K in Q3 2017.
  • 208 funds tracked by Wall St. Rank held Elme Communities as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.