CFA
ENV

Camarda Financial Advisors’s ENVESTNET, INC. ENV Stock Holding History

Camarda Financial 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 		– Sell
-58
Closed -$4K – 520
2019
Q2 		$4K Hold
58
– – 0.01% 241
2019
Q1 		$4K Buy
+58
New +$3.34K 0.01% 277

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

Camarda Financial Advisors's ENV Position: Q3 2019 in Review

Camarda Financial Advisors sold out of ENVESTNET, INC. (ENV) in Q3 2019, closing a stake of 58 shares — an estimated $4K sold.

Camarda Financial Advisors first reported a position in ENV in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 224 funds tracked by Wall St. Rank hold ENV as of Q3 2019.

  • Camarda Financial Advisors reported no remaining ENVESTNET, INC. position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 58 ENVESTNET, INC. shares in Q3 2019, an estimated $4K.
  • Camarda Financial Advisors first reported a position in ENVESTNET, INC. in Q1 2019 and held it in 2 quarters.
  • Camarda Financial Advisors's ENVESTNET, INC. position peaked at $4K in Q2 2019.
  • 224 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.