WIA
ELME

Westbourne Investment Advisors’s Elme Communities ELME Stock Holding History

Westbourne Investment Advisors’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
2018
Q4 		– Sell
-1,400
Closed -$43K – 106
2018
Q3 		$43K Buy
+1,400
New +$43.1K 0.03% 156
2016
Q4 		– Sell
-7,200
Closed -$224K – 98
2016
Q3 		$224K Sell
7,200
-300
-4% -$9.74K 0.2% 92
2016
Q2 		$236K Sell
7,500
-1,750
-19% -$51.6K 0.21% 93
2016
Q1 		$270K Sell
9,250
-1,200
-11% -$31.6K 0.26% 86
2015
Q4 		$283K Sell
10,450
-100
-0.9% -$2.7K 0.27% 82
2015
Q3 		$263K Sell
10,550
-250
-2% -$6.45K 0.26% 89
2015
Q2 		$280K Buy
+10,800
New +$278K 0.25% 91

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
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

Westbourne Investment Advisors's ELME Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Elme Communities (ELME) in Q4 2018, closing a stake of 1,400 shares — an estimated $43K sold.

Westbourne Investment Advisors first reported a position in ELME in Q2 2015 and held it in 7 quarters. The position peaked at $283K in Q4 2015. 208 funds tracked by Wall St. Rank hold ELME as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining Elme Communities position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 1,400 Elme Communities shares in Q4 2018, an estimated $43K.
  • Westbourne Investment Advisors first reported a position in Elme Communities in Q2 2015 and held it in 7 quarters.
  • Westbourne Investment Advisors's Elme Communities position peaked at $283K in Q4 2015.
  • 208 funds tracked by Wall St. Rank held Elme Communities as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.