SPIA
ELLI

Steward Partners Investment Advisory’s Ellie Mae Inc ELLI Stock Holding History

Steward Partners Investment Advisory’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
2018
Q4 		– Sell
-16
Closed -$2K – 2541
2018
Q3 		$2K Buy
+16
New +$1.64K ﹤0.01% 2449
2017
Q4 		– Sell
-75
Closed -$6K – 1996
2017
Q3 		$6K Hold
75
– – ﹤0.01% 1271
2017
Q2 		$8K Hold
75
– – ﹤0.01% 1126
2017
Q1 		$7K Hold
75
– – ﹤0.01% 1056
2016
Q4 		$6K Buy
+75
New +$6.92K ﹤0.01% 647

Other funds holding ELLI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Steward Partners Investment Advisory's ELLI Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Ellie Mae Inc (ELLI) in Q4 2018, closing a stake of 16 shares — an estimated $2K sold.

Steward Partners Investment Advisory first reported a position in ELLI in Q4 2016 and held it in 5 quarters. The position peaked at $8K in Q2 2017. 187 funds tracked by Wall St. Rank hold ELLI as of Q4 2018.

  • Steward Partners Investment Advisory reported no remaining Ellie Mae Inc position as of Q4 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 16 Ellie Mae Inc shares in Q4 2018, an estimated $2K.
  • Steward Partners Investment Advisory first reported a position in Ellie Mae Inc in Q4 2016 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Ellie Mae Inc position peaked at $8K in Q2 2017.
  • 187 funds tracked by Wall St. Rank held Ellie Mae Inc as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.