EWM
ELLI

Evercore Wealth Management’s Ellie Mae Inc ELLI Stock Holding History

Evercore Wealth Management’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
Q3 		– Sell
-121
Closed -$13K – 977
2017
Q2 		$13K Buy
+121
New +$13.1K ﹤0.01% 789

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Evercore Wealth Management's ELLI Position: Q3 2017 in Review

Evercore Wealth Management sold out of Ellie Mae Inc (ELLI) in Q3 2017, closing a stake of 121 shares — an estimated $13K sold.

Evercore Wealth Management first reported a position in ELLI in Q2 2017 and held it in 1 quarter. The position peaked at $13K in Q2 2017. 190 funds tracked by Wall St. Rank hold ELLI as of Q3 2017.

  • Evercore Wealth Management reported no remaining Ellie Mae Inc position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 121 Ellie Mae Inc shares in Q3 2017, an estimated $13K.
  • Evercore Wealth Management first reported a position in Ellie Mae Inc in Q2 2017 and held it in 1 quarter.
  • Evercore Wealth Management's Ellie Mae Inc position peaked at $13K in Q2 2017.
  • 190 funds tracked by Wall St. Rank held Ellie Mae Inc as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.