Whitney & Co’s Elme Communities ELME Stock Holding History

Whitney & Co’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	-200	Closed	-$6K	–	205
2018 Q3	$6K	Hold	200	–	–	﹤0.01%	368
2018 Q2	$6K	Hold	200	–	–	﹤0.01%	262
2018 Q1	$5K	Buy	+200	New	+$5.46K	﹤0.01%	271

Other funds holding ELME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Whitney & Co's ELME Position: Q4 2018 in Review

Whitney & Co sold out of Elme Communities (ELME) in Q4 2018, closing a stake of 200 shares — an estimated $6K sold.

Whitney & Co first reported a position in ELME in Q1 2018 and held it in 3 quarters. The position peaked at $6K in Q3 2018. 208 funds tracked by Wall St. Rank hold ELME as of Q4 2018.

Whitney & Co reported no remaining Elme Communities position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 200 Elme Communities shares in Q4 2018, an estimated $6K.
Whitney & Co first reported a position in Elme Communities in Q1 2018 and held it in 3 quarters.
Whitney & Co's Elme Communities position peaked at $6K in Q3 2018.
208 funds tracked by Wall St. Rank held Elme Communities as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.