IFAM
ELLI

Institutional & Family Asset Management’s Ellie Mae Inc ELLI Stock Holding History

Institutional & Family Asset 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
2019
Q2 		– Sell
-16
Closed -$2K – 903
2019
Q1 		$2K Hold
16
– – ﹤0.01% 760
2018
Q4 		$1K Hold
16
– – ﹤0.01% 817
2018
Q3 		$2K Hold
16
– – ﹤0.01% 778
2018
Q2 		$2K Hold
16
– – ﹤0.01% 765
2018
Q1 		$1K Buy
+16
New +$1.48K ﹤0.01% 836

Other funds holding ELLI

PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

Institutional & Family Asset Management's ELLI Position: Q2 2019 in Review

Institutional & Family Asset Management sold out of Ellie Mae Inc (ELLI) in Q2 2019, closing a stake of 16 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in ELLI in Q1 2018 and held it in 5 quarters. The position peaked at $2K in Q1 2019. 1 fund tracked by Wall St. Rank holds ELLI as of Q2 2019.

  • Institutional & Family Asset Management reported no remaining Ellie Mae Inc position as of Q2 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 16 Ellie Mae Inc shares in Q2 2019, an estimated $2K.
  • Institutional & Family Asset Management first reported a position in Ellie Mae Inc in Q1 2018 and held it in 5 quarters.
  • Institutional & Family Asset Management's Ellie Mae Inc position peaked at $2K in Q1 2019.
  • 1 fund tracked by Wall St. Rank held Ellie Mae Inc as of Q2 2019.

Based on Institutional & Family Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.