Creative Planning
ENV

Creative Planning’s ENVESTNET, INC. ENV Stock Holding History

Creative Planning’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
Q3 		– Sell
-324
Closed -$13K – 4747
2017
Q2 		$13K Sell
324
-156
-33% -$5.61K ﹤0.01% 3491
2017
Q1 		$16K Buy
480
+156
+48% +$5.67K ﹤0.01% 3311
2016
Q4 		$11K Sell
324
-259
-44% -$9.29K ﹤0.01% 3529
2016
Q3 		$21K Buy
583
+415
+247% +$15.8K ﹤0.01% 3053
2016
Q2 		$6K Sell
168
-1,315
-89% -$42.4K ﹤0.01% 3601
2016
Q1 		$40K Hold
1,483
– – ﹤0.01% 2262
2015
Q4 		$44K Buy
1,483
+1,333
+889% +$41.1K ﹤0.01% 2226
2015
Q3 		$4K Buy
+150
New +$5.5K ﹤0.01% 3793

Other funds holding ENV

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Creative Planning's ENV Position: Q3 2017 in Review

Creative Planning sold out of ENVESTNET, INC. (ENV) in Q3 2017, closing a stake of 324 shares — an estimated $13K sold.

Creative Planning first reported a position in ENV in Q3 2015 and held it in 8 quarters. The position peaked at $44K in Q4 2015. 170 funds tracked by Wall St. Rank hold ENV as of Q3 2017.

  • Creative Planning reported no remaining ENVESTNET, INC. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 324 ENVESTNET, INC. shares in Q3 2017, an estimated $13K.
  • Creative Planning first reported a position in ENVESTNET, INC. in Q3 2015 and held it in 8 quarters.
  • Creative Planning's ENVESTNET, INC. position peaked at $44K in Q4 2015.
  • 170 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.