CI Investments Inc
ENV

CI Investments Inc’s ENVESTNET, INC. ENV Stock Holding History

CI Investments Inc’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
Q2 		– Sell
-6,000
Closed -$194K – 219
2017
Q1 		$194K Buy
+6,000
New +$218K ﹤0.01% 183

Other funds holding ENV

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CI Investments Inc's ENV Position: Q2 2017 in Review

CI Investments Inc sold out of ENVESTNET, INC. (ENV) in Q2 2017, closing a stake of 6,000 shares — an estimated $194K sold.

CI Investments Inc first reported a position in ENV in Q1 2017 and held it in 1 quarter. The position peaked at $194K in Q1 2017. 145 funds tracked by Wall St. Rank hold ENV as of Q2 2017.

  • CI Investments Inc reported no remaining ENVESTNET, INC. position as of Q2 2017 after selling out during the quarter.
  • CI Investments Inc sold 6,000 ENVESTNET, INC. shares in Q2 2017, an estimated $194K.
  • CI Investments Inc first reported a position in ENVESTNET, INC. in Q1 2017 and held it in 1 quarter.
  • CI Investments Inc's ENVESTNET, INC. position peaked at $194K in Q1 2017.
  • 145 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2017.

Based on CI Investments Inc's 13F filing for Q2 2017, filed 10 Aug 2017.