CCM
ENV

Coe Capital Management’s ENVESTNET, INC. ENV Stock Holding History

Coe Capital Management’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
2016
Q1 		– Sell
-8,538
Closed -$255K – 294
2015
Q4 		$255K Buy
+8,538
New +$263K 0.1% 182

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Coe Capital Management's ENV Position: Q1 2016 in Review

Coe Capital Management sold out of ENVESTNET, INC. (ENV) in Q1 2016, closing a stake of 8,538 shares — an estimated $255K sold.

Coe Capital Management first reported a position in ENV in Q4 2015 and held it in 1 quarter. The position peaked at $255K in Q4 2015. 129 funds tracked by Wall St. Rank hold ENV as of Q1 2016.

  • Coe Capital Management reported no remaining ENVESTNET, INC. position as of Q1 2016 after selling out during the quarter.
  • Coe Capital Management sold 8,538 ENVESTNET, INC. shares in Q1 2016, an estimated $255K.
  • Coe Capital Management first reported a position in ENVESTNET, INC. in Q4 2015 and held it in 1 quarter.
  • Coe Capital Management's ENVESTNET, INC. position peaked at $255K in Q4 2015.
  • 129 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2016.

Based on Coe Capital Management's 13F filing for Q1 2016, filed 12 May 2016.