TL
ELLI

TrueWealth LLC’s Ellie Mae Inc ELLI Stock Holding History

TrueWealth LLC’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
-50
Closed -$5K – 782
2019
Q1 		$5K Hold
50
– – ﹤0.01% 587
2018
Q4 		$3K Hold
50
– – ﹤0.01% 641
2018
Q3 		$5K Hold
50
– – ﹤0.01% 637
2018
Q2 		$5K Hold
50
– – ﹤0.01% 637
2018
Q1 		$5K Hold
50
– – ﹤0.01% 598
2017
Q4 		$4K Buy
+50
New +$4.42K ﹤0.01% 741

Other funds holding ELLI

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

TrueWealth LLC's ELLI Position: Q2 2019 in Review

TrueWealth LLC sold out of Ellie Mae Inc (ELLI) in Q2 2019, closing a stake of 50 shares — an estimated $5K sold.

TrueWealth LLC first reported a position in ELLI in Q4 2017 and held it in 6 quarters. The position peaked at $5K in Q1 2019. 1 fund tracked by Wall St. Rank holds ELLI as of Q2 2019.

  • TrueWealth LLC reported no remaining Ellie Mae Inc position as of Q2 2019 after selling out during the quarter.
  • TrueWealth LLC sold 50 Ellie Mae Inc shares in Q2 2019, an estimated $5K.
  • TrueWealth LLC first reported a position in Ellie Mae Inc in Q4 2017 and held it in 6 quarters.
  • TrueWealth LLC's Ellie Mae Inc position peaked at $5K in Q1 2019.
  • 1 fund tracked by Wall St. Rank held Ellie Mae Inc as of Q2 2019.

Based on TrueWealth LLC's 13F filing for Q2 2019, filed 10 Jul 2019.