BA
ENV

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

Boston 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
2019
Q3 		$1.75M Buy
30,790
+10,047
+48% +$634K 0.09% 281
2019
Q2 		$1.42M Buy
+20,743
New +$1.42M 0.08% 278

Other funds holding ENV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Boston Advisors's ENV Position: Q3 2019 in Review

Boston Advisors increased its ENVESTNET, INC. (ENV) stake by 48% in Q3 2019, buying an estimated $634K and bringing the position to 30,790 shares worth $1.75M. The position accounts for 0.09% of the portfolio, ranked #281.

Boston Advisors first reported a position in ENV in Q2 2019 and has held it in 2 quarters since. 224 funds tracked by Wall St. Rank hold ENV as of Q3 2019.

  • Boston Advisors held 30,790 shares of ENVESTNET, INC. worth $1.75M as of Q3 2019.
  • Boston Advisors bought 10,047 ENVESTNET, INC. shares in Q3 2019, an estimated $634K.
  • ENVESTNET, INC. made up 0.09% of Boston Advisors's portfolio in Q3 2019, its #281 holding.
  • Boston Advisors first reported a position in ENVESTNET, INC. in Q2 2019 and has held it in 2 quarters since.
  • 224 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.