WP
ELLI

WMS Partners’s Ellie Mae Inc ELLI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-5,500
Closed -$504K 215
2016
Q2
$504K Buy
+5,500
New +$504K 0.07% 112
2015
Q3
Sell
-5,500
Closed -$384K 269
2015
Q2
$384K Hold
5,500
0.04% 199
2015
Q1
$304K Buy
+5,500
New +$304K 0.04% 211