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

Calamos 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
2014 Q2	–	Sell	-10,250	Closed	-$412K	–	682
2014 Q1	$412K	Buy	+10,250	New	+$439K	﹤0.01%	605

Other funds holding ENV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Calamos Advisors's ENV Position: Q2 2014 in Review

Calamos Advisors sold out of ENVESTNET, INC. (ENV) in Q2 2014, closing a stake of 10,250 shares — an estimated $412K sold.

Calamos Advisors first reported a position in ENV in Q1 2014 and held it in 1 quarter. The position peaked at $412K in Q1 2014. 125 funds tracked by Wall St. Rank hold ENV as of Q2 2014.

Calamos Advisors reported no remaining ENVESTNET, INC. position as of Q2 2014 after selling out during the quarter.
Calamos Advisors sold 10,250 ENVESTNET, INC. shares in Q2 2014, an estimated $412K.
Calamos Advisors first reported a position in ENVESTNET, INC. in Q1 2014 and held it in 1 quarter.
Calamos Advisors's ENVESTNET, INC. position peaked at $412K in Q1 2014.
125 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2014.

Based on Calamos Advisors's 13F filing for Q2 2014, filed 14 Aug 2014.