Cornerstone Advisors (Washington)’s ENVESTNET, INC. ENV Stock Holding History

Cornerstone Advisors (Washington)’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	-540	Closed	-$37K	–	1552
2019 Q2	$37K	Hold	540	–	–	﹤0.01%	481
2019 Q1	$35K	Hold	540	–	–	﹤0.01%	481
2018 Q4	$27K	Hold	540	–	–	﹤0.01%	453
2018 Q3	$33K	Buy	540 +203	+60%	+$12.3K	0.02%	429
2018 Q2	$19K	Buy	+337	New	+$18.7K	0.01%	520

Other funds holding ENV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

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

Cornerstone Advisors (Washington)'s ENV Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of ENVESTNET, INC. (ENV) in Q3 2019, closing a stake of 540 shares — an estimated $37K sold.

Cornerstone Advisors (Washington) first reported a position in ENV in Q2 2018 and held it in 5 quarters. The position peaked at $37K in Q2 2019. 224 funds tracked by Wall St. Rank hold ENV as of Q3 2019.

Cornerstone Advisors (Washington) reported no remaining ENVESTNET, INC. position as of Q3 2019 after selling out during the quarter.
Cornerstone Advisors (Washington) sold 540 ENVESTNET, INC. shares in Q3 2019, an estimated $37K.
Cornerstone Advisors (Washington) first reported a position in ENVESTNET, INC. in Q2 2018 and held it in 5 quarters.
Cornerstone Advisors (Washington)'s ENVESTNET, INC. position peaked at $37K in Q2 2019.
224 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.