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

Avestar 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
2019 Q3	–	Sell	-170	Closed	-$11K	–	987
2019 Q2	$11K	Hold	170	–	–	0.01%	495
2019 Q1	$11K	Hold	170	–	–	0.01%	471
2018 Q4	$8K	Buy	170 +69	+68%	+$3.7K	0.01%	480
2018 Q3	$6K	Hold	101	–	–	﹤0.01%	538
2018 Q2	$5K	Buy	+101	New	+$5.61K	﹤0.01%	590
2018 Q1	–	Hold	0	–	–	–	555

Other funds holding ENV

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Avestar Capital's ENV Position: Q3 2019 in Review

Avestar Capital sold out of ENVESTNET, INC. (ENV) in Q3 2019, closing a stake of 170 shares — an estimated $11K sold.

Avestar Capital first reported a position in ENV in Q2 2018 and held it in 5 quarters. The position peaked at $11K in Q2 2019. 224 funds tracked by Wall St. Rank hold ENV as of Q3 2019.

Avestar Capital reported no remaining ENVESTNET, INC. position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 170 ENVESTNET, INC. shares in Q3 2019, an estimated $11K.
Avestar Capital first reported a position in ENVESTNET, INC. in Q2 2018 and held it in 5 quarters.
Avestar Capital's ENVESTNET, INC. position peaked at $11K in Q2 2019.
224 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.