CCMH
ENV

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

Cornerstone Capital Management Holdings’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
2013
Q4 		– Sell
-1,100
Closed -$34K – 1430
2013
Q3 		$34K Buy
+1,100
New +$30.5K ﹤0.01% 1203

Other funds holding ENV

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return

Cornerstone Capital Management Holdings's ENV Position: Q4 2013 in Review

Cornerstone Capital Management Holdings sold out of ENVESTNET, INC. (ENV) in Q4 2013, closing a stake of 1,100 shares — an estimated $34K sold.

Cornerstone Capital Management Holdings first reported a position in ENV in Q3 2013 and held it in 1 quarter. The position peaked at $34K in Q3 2013. 115 funds tracked by Wall St. Rank hold ENV as of Q4 2013.

  • Cornerstone Capital Management Holdings reported no remaining ENVESTNET, INC. position as of Q4 2013 after selling out during the quarter.
  • Cornerstone Capital Management Holdings sold 1,100 ENVESTNET, INC. shares in Q4 2013, an estimated $34K.
  • Cornerstone Capital Management Holdings first reported a position in ENVESTNET, INC. in Q3 2013 and held it in 1 quarter.
  • Cornerstone Capital Management Holdings's ENVESTNET, INC. position peaked at $34K in Q3 2013.
  • 115 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2013.

Based on Cornerstone Capital Management Holdings's 13F filing for Q4 2013, filed 12 Feb 2014.