Valeo Financial Advisors
ELLI

Valeo Financial Advisors’s Ellie Mae Inc ELLI Stock Holding History

Valeo Financial Advisors’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
-11
Closed -$1K – 1855
2018
Q3 		$1K Hold
11
– – ﹤0.01% 1748
2018
Q2 		$1K Hold
11
– – ﹤0.01% 1580
2018
Q1 		$1K Hold
11
– – ﹤0.01% 1511
2017
Q4 		$1K Hold
11
– – ﹤0.01% 1367
2017
Q3 		$1K Buy
+11
New +$1.01K ﹤0.01% 1162

Other funds holding ELLI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $169B AUM 114.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $712M AUM 26.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Valeo Financial Advisors's ELLI Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Ellie Mae Inc (ELLI) in Q4 2018, closing a stake of 11 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in ELLI in Q3 2017 and held it in 5 quarters. The position peaked at $1K in Q3 2018. 187 funds tracked by Wall St. Rank hold ELLI as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Ellie Mae Inc position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 11 Ellie Mae Inc shares in Q4 2018, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Ellie Mae Inc in Q3 2017 and held it in 5 quarters.
  • Valeo Financial Advisors's Ellie Mae Inc position peaked at $1K in Q3 2018.
  • 187 funds tracked by Wall St. Rank held Ellie Mae Inc as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.