BA
ENV

BlackRock Advisors’s ENVESTNET, INC. ENV Stock Holding History

BlackRock 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
2016
Q4 		$779K Buy
22,108
+112
+0.5% +$4.02K ﹤0.01% 1976
2016
Q3 		$802K Buy
21,996
+3,158
+17% +$120K ﹤0.01% 1933
2016
Q2 		$627K Buy
18,838
+1,296
+7% +$41.8K ﹤0.01% 1999
2016
Q1 		$477K Sell
17,542
-30,068
-63% -$705K ﹤0.01% 2092
2015
Q4 		$1.42M Sell
47,610
-67,869
-59% -$2.09M ﹤0.01% 1563
2015
Q3 		$3.46M Buy
115,479
+83,069
+256% +$3.05M ﹤0.01% 1205
2015
Q2 		$1.31M Buy
32,410
+11,310
+54% +$544K ﹤0.01% 1481
2015
Q1 		$1.18M Buy
21,100
+3,098
+17% +$165K ﹤0.01% 1464
2014
Q4 		$885K Sell
18,002
-842
-4% -$39.6K ﹤0.01% 1567
2014
Q3 		$848K Sell
18,844
-369
-2% -$16.9K ﹤0.01% 1542
2014
Q2 		$940K Buy
19,213
+2,154
+13% +$87.2K ﹤0.01% 1555
2014
Q1 		$685K Buy
17,059
+1,294
+8% +$55.5K ﹤0.01% 1822
2013
Q4 		$635K Buy
15,765
+1,569
+11% +$57.2K ﹤0.01% 1856
2013
Q3 		$440K Buy
14,196
+218
+2% +$6.05K ﹤0.01% 2019
2013
Q2 		$344K Buy
+13,978
New +$283K ﹤0.01% 2108

Other funds holding ENV

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

BlackRock Advisors's ENV Position: Q4 2016 in Review

BlackRock Advisors increased its ENVESTNET, INC. (ENV) stake by 0.51% in Q4 2016, buying an estimated $4.02K and bringing the position to 22,108 shares worth $779K. The position accounts for ﹤0.01% of the portfolio, ranked #1976.

BlackRock Advisors first reported a position in ENV in Q2 2013 and has held it in 15 quarters since. The position peaked at $3.46M in Q3 2015. 152 funds tracked by Wall St. Rank hold ENV as of Q4 2016.

  • BlackRock Advisors held 22,108 shares of ENVESTNET, INC. worth $779K as of Q4 2016.
  • BlackRock Advisors bought 112 ENVESTNET, INC. shares in Q4 2016, an estimated $4.02K.
  • ENVESTNET, INC. made up ﹤0.01% of BlackRock Advisors's portfolio in Q4 2016, its #1976 holding.
  • BlackRock Advisors first reported a position in ENVESTNET, INC. in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Advisors's ENVESTNET, INC. position peaked at $3.46M in Q3 2015.
  • 152 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.