BG
ENV

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

BlackRock Group’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 		$775K Buy
21,970
+1,575
+8% +$56.5K ﹤0.01% 2226
2016
Q3 		$743K Buy
20,395
+5,329
+35% +$202K ﹤0.01% 2163
2016
Q2 		$501K Sell
15,066
-225
-1% -$7.26K ﹤0.01% 2269
2016
Q1 		$416K Sell
15,291
-2,083
-12% -$48.9K ﹤0.01% 2311
2015
Q4 		$520K Buy
17,374
+1,060
+6% +$32.7K ﹤0.01% 2185
2015
Q3 		$490K Buy
16,314
+6,689
+69% +$245K ﹤0.01% 2208
2015
Q2 		$389K Buy
9,625
+3,531
+58% +$170K ﹤0.01% 2353
2015
Q1 		$341K Buy
6,094
+803
+15% +$42.9K ﹤0.01% 2322
2014
Q4 		$260K Sell
5,291
-1,679
-24% -$78.9K ﹤0.01% 2442
2014
Q3 		$313K Sell
6,970
-108
-2% -$4.95K ﹤0.01% 2321
2014
Q2 		$347K Sell
7,078
-3,087
-30% -$125K ﹤0.01% 2322
2014
Q1 		$407K Buy
10,165
+2,433
+31% +$104K ﹤0.01% 2296
2013
Q4 		$311K Buy
7,732
+4,642
+150% +$169K ﹤0.01% 2330
2013
Q3 		$96K Buy
3,090
+1,357
+78% +$37.7K ﹤0.01% 2612
2013
Q2 		$43K Buy
+1,733
New +$35.1K ﹤0.01% 2455

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 Group's ENV Position: Q4 2016 in Review

BlackRock Group increased its ENVESTNET, INC. (ENV) stake by 7.7% in Q4 2016, buying an estimated $56.5K and bringing the position to 21,970 shares worth $775K. The position accounts for ﹤0.01% of the portfolio, ranked #2226.

BlackRock Group first reported a position in ENV in Q2 2013 and has held it in 15 quarters since. 152 funds tracked by Wall St. Rank hold ENV as of Q4 2016.

  • BlackRock Group held 21,970 shares of ENVESTNET, INC. worth $775K as of Q4 2016.
  • BlackRock Group bought 1,575 ENVESTNET, INC. shares in Q4 2016, an estimated $56.5K.
  • ENVESTNET, INC. made up ﹤0.01% of BlackRock Group's portfolio in Q4 2016, its #2226 holding.
  • BlackRock Group first reported a position in ENVESTNET, INC. in Q2 2013 and has held it in 15 quarters since.
  • 152 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2016.

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