Baird’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $36.9M | Buy |
658,770
+69,495
| +12% | +$3.9M | 0.38% | 78 |
|
|
2014
Q4 | $29M | Buy |
589,275
+156,505
| +36% | +$7.69M | 0.31% | 108 |
|
|
2014
Q3 | $19.5M | Buy |
432,770
+224,786
| +108% | +$10.1M | 0.27% | 110 |
|
|
2014
Q2 | $10.2M | Buy |
+207,984
| New | +$10.2M | 0.14% | 162 |
|
|
2014
Q1 | – | Sell |
-13,067
| Closed | -$527K | – | 1209 |
|
|
2013
Q4 | $527K | Buy |
+13,067
| New | +$527K | 0.01% | 822 |
|