AIM
ENV

Assured Investment Management’s ENVESTNET, INC. ENV Stock Holding History

Assured Investment Management’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
2018
Q2 		– Sell
-9,643
Closed -$553K – 1425
2018
Q1 		$553K Buy
+9,643
New +$530K 0.01% 735

Other funds holding ENV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Assured Investment Management's ENV Position: Q2 2018 in Review

Assured Investment Management sold out of ENVESTNET, INC. (ENV) in Q2 2018, closing a stake of 9,643 shares — an estimated $553K sold.

Assured Investment Management first reported a position in ENV in Q1 2018 and held it in 1 quarter. The position peaked at $553K in Q1 2018. 213 funds tracked by Wall St. Rank hold ENV as of Q2 2018.

  • Assured Investment Management reported no remaining ENVESTNET, INC. position as of Q2 2018 after selling out during the quarter.
  • Assured Investment Management sold 9,643 ENVESTNET, INC. shares in Q2 2018, an estimated $553K.
  • Assured Investment Management first reported a position in ENVESTNET, INC. in Q1 2018 and held it in 1 quarter.
  • Assured Investment Management's ENVESTNET, INC. position peaked at $553K in Q1 2018.
  • 213 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2018.

Based on Assured Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.