CPIG
ENV

Chicago Partners Investment Group’s ENVESTNET, INC. ENV Stock Holding History

Chicago Partners Investment 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
2017
Q1 		– Sell
-66
Closed -$2.4K – 625
2016
Q4 		$2K Hold
66
– – ﹤0.01% 516
2016
Q3 		$2K Hold
66
– – ﹤0.01% 482
2016
Q2 		$2K Hold
66
– – ﹤0.01% 431
2016
Q1 		$2K Hold
66
– – ﹤0.01% 420
2015
Q4 		$2K Buy
+66
New +$2.03K ﹤0.01% 480

Other funds holding ENV

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Chicago Partners Investment Group's ENV Position: Q1 2017 in Review

Chicago Partners Investment Group sold out of ENVESTNET, INC. (ENV) in Q1 2017, closing a stake of 66 shares — an estimated $2.4K sold.

Chicago Partners Investment Group first reported a position in ENV in Q4 2015 and held it in 5 quarters. The position peaked at $2K in Q4 2016. 157 funds tracked by Wall St. Rank hold ENV as of Q1 2017.

  • Chicago Partners Investment Group reported no remaining ENVESTNET, INC. position as of Q1 2017 after selling out during the quarter.
  • Chicago Partners Investment Group sold 66 ENVESTNET, INC. shares in Q1 2017, an estimated $2.4K.
  • Chicago Partners Investment Group first reported a position in ENVESTNET, INC. in Q4 2015 and held it in 5 quarters.
  • Chicago Partners Investment Group's ENVESTNET, INC. position peaked at $2K in Q4 2016.
  • 157 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2017.

Based on Chicago Partners Investment Group's 13F filing for Q1 2017, filed 11 May 2017.