Axiom Investors’s ENVESTNET, INC. ENV Stock Holding History

Axiom Investors’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
2014 Q2	–	Sell	-52,300	Closed	-$2.1M	–	177
2014 Q1	$2.1M	Sell	52,300 -33,850	-39%	-$1.45M	0.05%	105
2013 Q4	$3.47M	Buy	86,150 +2,650	+3%	+$96.6K	0.09%	86
2013 Q3	$2.59M	Buy	+83,500	New	+$2.32M	0.08%	84

Other funds holding ENV

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Axiom Investors's ENV Position: Q2 2014 in Review

Axiom Investors sold out of ENVESTNET, INC. (ENV) in Q2 2014, closing a stake of 52,300 shares — an estimated $2.1M sold.

Axiom Investors first reported a position in ENV in Q3 2013 and held it in 3 quarters. The position peaked at $3.47M in Q4 2013. 125 funds tracked by Wall St. Rank hold ENV as of Q2 2014.

Axiom Investors reported no remaining ENVESTNET, INC. position as of Q2 2014 after selling out during the quarter.
Axiom Investors sold 52,300 ENVESTNET, INC. shares in Q2 2014, an estimated $2.1M.
Axiom Investors first reported a position in ENVESTNET, INC. in Q3 2013 and held it in 3 quarters.
Axiom Investors's ENVESTNET, INC. position peaked at $3.47M in Q4 2013.
125 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2014.

Based on Axiom Investors's 13F filing for Q2 2014, filed 13 Aug 2014.