1st Global Advisors’s ENVESTNET, INC. ENV Stock Holding History

1st Global Advisors’s Portfolio ENV Stock Details ENV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$349K	Buy	8,819 +100	+1%	+$3.6K	0.04%	345
2017 Q1	$282K	Buy	8,719 +1,827	+27%	+$66.5K	0.03%	392
2016 Q4	$243K	Sell	6,892 -48	-0.7%	-$1.72K	0.03%	440
2016 Q3	$253K	Buy	6,940 +509	+8%	+$19.3K	0.03%	420
2016 Q2	$214K	Buy	+6,431	New	+$208K	0.03%	456
2015 Q2	–	Sell	-4,246	Closed	-$238K	–	496
2015 Q1	$238K	Buy	4,246 +165	+4%	+$8.8K	0.04%	401
2014 Q4	$201K	Sell	4,081 -700	-15%	-$32.9K	0.03%	439
2014 Q3	$215K	Buy	4,781 +202	+4%	+$9.25K	0.03%	401
2014 Q2	$224K	Buy	+4,579	New	+$185K	0.03%	395

Other funds holding ENV

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

1st Global Advisors's ENV Position: Q2 2017 in Review

1st Global Advisors increased its ENVESTNET, INC. (ENV) stake by 1.1% in Q2 2017, buying an estimated $3.6K and bringing the position to 8,819 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #345.

1st Global Advisors first reported a position in ENV in Q2 2014 and has held it in 9 quarters since. 145 funds tracked by Wall St. Rank hold ENV as of Q2 2017.

1st Global Advisors held 8,819 shares of ENVESTNET, INC. worth $349K as of Q2 2017.
1st Global Advisors bought 100 ENVESTNET, INC. shares in Q2 2017, an estimated $3.6K.
ENVESTNET, INC. made up 0.04% of 1st Global Advisors's portfolio in Q2 2017, its #345 holding.
1st Global Advisors first reported a position in ENVESTNET, INC. in Q2 2014 and has held it in 9 quarters since.
145 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2017.

Based on 1st Global Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.