AC
ENV

Anavon Capital’s ENVESTNET, INC. ENV Stock Holding History

Anavon Capital’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
2016
Q4 		$4.03M Buy
+114,335
New +$4.1M 3.81% 14

Other funds holding ENV

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Anavon Capital's ENV Position: Q4 2016 in Review

Anavon Capital opened a new position in ENVESTNET, INC. (ENV) in Q4 2016: 114,335 shares worth $4.03M. The stake represents 3.81% of the portfolio and ranks #14 among its holdings.

152 funds tracked by Wall St. Rank hold ENV as of Q4 2016.

  • Anavon Capital held 114,335 shares of ENVESTNET, INC. worth $4.03M as of Q4 2016.
  • ENVESTNET, INC. was a new Anavon Capital position in Q4 2016.
  • ENVESTNET, INC. made up 3.81% of Anavon Capital's portfolio in Q4 2016, its #14 holding.
  • 152 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2016.

Based on Anavon Capital's 13F filing for Q4 2016, filed 8 Feb 2017.