BRWA
ENV

B. Riley Wealth Advisors’s ENVESTNET, INC. ENV Stock Holding History

B. Riley Wealth 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
2014
Q2 		– Sell
-4,367
Closed -$175K – 2485
2014
Q1 		$175K Buy
+4,367
New +$187K 0.05% 429

Other funds holding ENV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

B. Riley Wealth Advisors's ENV Position: Q2 2014 in Review

B. Riley Wealth Advisors sold out of ENVESTNET, INC. (ENV) in Q2 2014, closing a stake of 4,367 shares — an estimated $175K sold.

B. Riley Wealth Advisors first reported a position in ENV in Q1 2014 and held it in 1 quarter. The position peaked at $175K in Q1 2014. 125 funds tracked by Wall St. Rank hold ENV as of Q2 2014.

  • B. Riley Wealth Advisors reported no remaining ENVESTNET, INC. position as of Q2 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,367 ENVESTNET, INC. shares in Q2 2014, an estimated $175K.
  • B. Riley Wealth Advisors first reported a position in ENVESTNET, INC. in Q1 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's ENVESTNET, INC. position peaked at $175K in Q1 2014.
  • 125 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2014, filed 14 Aug 2014.