BIG
ELLI

Bellwether Investment Group’s Ellie Mae Inc ELLI Stock Holding History

Bellwether Investment Group’s Portfolio ELLI Stock Details ELLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-209
Closed -$21K – 731
2017
Q1 		$21K Sell
209
-118
-36% -$10.8K 0.06% 305
2016
Q4 		$27K Buy
+327
New +$30.2K 0.02% 373

Other funds holding ELLI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bellwether Investment Group's ELLI Position: Q2 2017 in Review

Bellwether Investment Group sold out of Ellie Mae Inc (ELLI) in Q2 2017, closing a stake of 209 shares — an estimated $21K sold.

Bellwether Investment Group first reported a position in ELLI in Q4 2016 and held it in 2 quarters. The position peaked at $27K in Q4 2016. 202 funds tracked by Wall St. Rank hold ELLI as of Q2 2017.

  • Bellwether Investment Group reported no remaining Ellie Mae Inc position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 209 Ellie Mae Inc shares in Q2 2017, an estimated $21K.
  • Bellwether Investment Group first reported a position in Ellie Mae Inc in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Ellie Mae Inc position peaked at $27K in Q4 2016.
  • 202 funds tracked by Wall St. Rank held Ellie Mae Inc as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.