Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
STA
ELLI
Summit Trail Advisors’s
Ellie Mae Inc
ELLI
Stock Holding History
Summit Trail Advisors’s Portfolio
ELLI Stock Details
ELLI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q3
–
Sell
-694
Closed
-$72K
–
510
2018
Q2
$72K
Buy
+694
New
+$70.4K
0.03%
262
2018
Q1
–
Sell
-888
Closed
-$85K
–
2029
2017
Q4
$85K
Buy
+888
New
+$78.5K
0.01%
672
Other funds holding ELLI
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
BCM
Brown Capital Management
Baltimore, Maryland
$704M AUM
6.25%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Primecap Management
Pasadena, California
$127B AUM
44.11%
1-Year Est. Return
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
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
SCH
Sylebra Capital (HK)
Hong Kong
$1.88B AUM
19.75%
1-Year Est. Return
MG
Meritage Group
San Francisco, California
$2.65B AUM
6.3%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close