BIT
ENV

BlackRock Institutional Trust’s ENVESTNET, INC. ENV Stock Holding History

BlackRock Institutional Trust’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 		$37.8M Buy
1,073,470
+80,369
+8% +$2.88M 0.01% 1518
2016
Q3 		$36.2M Buy
993,101
+17,150
+2% +$651K 0.01% 1487
2016
Q2 		$32.5M Buy
975,951
+8,371
+0.9% +$270K 0.01% 1524
2016
Q1 		$26.3M Sell
967,580
-14,360
-1% -$337K ﹤0.01% 1620
2015
Q4 		$29.3M Buy
981,940
+132,313
+16% +$4.08M ﹤0.01% 1590
2015
Q3 		$25.5M Sell
849,627
-10,809
-1% -$396K ﹤0.01% 1659
2015
Q2 		$34.8M Sell
860,436
-27,359
-3% -$1.32M 0.01% 1530
2015
Q1 		$49.8M Buy
887,795
+4,914
+0.6% +$262K 0.01% 1320
2014
Q4 		$43.4M Buy
882,881
+7,342
+0.8% +$345K 0.01% 1384
2014
Q3 		$39.4M Buy
875,539
+26,275
+3% +$1.2M 0.01% 1414
2014
Q2 		$41.5M Buy
849,264
+535,143
+170% +$21.7M 0.01% 1445
2014
Q1 		$12.6M Buy
314,121
+14,569
+5% +$624K ﹤0.01% 2267
2013
Q4 		$12.1M Buy
299,552
+4,765
+2% +$174K ﹤0.01% 2288
2013
Q3 		$9.14M Buy
294,787
+8,871
+3% +$246K ﹤0.01% 2417
2013
Q2 		$7.03M Buy
+285,916
New +$5.8M ﹤0.01% 2516

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 Institutional Trust's ENV Position: Q4 2016 in Review

BlackRock Institutional Trust increased its ENVESTNET, INC. (ENV) stake by 8.1% in Q4 2016, buying an estimated $2.88M and bringing the position to 1,073,470 shares worth $37.8M. The position accounts for 0.01% of the portfolio, ranked #1518.

BlackRock Institutional Trust first reported a position in ENV in Q2 2013 and has held it in 15 quarters since. The position peaked at $49.8M in Q1 2015. 152 funds tracked by Wall St. Rank hold ENV as of Q4 2016.

  • BlackRock Institutional Trust held 1,073,470 shares of ENVESTNET, INC. worth $37.8M as of Q4 2016.
  • BlackRock Institutional Trust bought 80,369 ENVESTNET, INC. shares in Q4 2016, an estimated $2.88M.
  • ENVESTNET, INC. made up 0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1518 holding.
  • BlackRock Institutional Trust first reported a position in ENVESTNET, INC. in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's ENVESTNET, INC. position peaked at $49.8M in Q1 2015.
  • 152 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2016.

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