Credit Agricole’s ENVESTNET, INC. ENV Stock Holding History

Credit Agricole’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 Q4	–	Sell	-6,300	Closed	-$357K	–	728
2019 Q3	$357K	Sell	6,300 -15,700	-71%	-$991K	0.02%	302
2019 Q2	$1.5M	Sell	22,000 -29,900	-58%	-$2.05M	0.08%	178
2019 Q1	$3.39M	Sell	51,900 -7,800	-13%	-$449K	0.19%	131
2018 Q4	$2.94M	Buy	59,700 +12,000	+25%	+$643K	0.17%	161
2018 Q3	$2.91M	Buy	47,700 +32,500	+214%	+$1.97M	0.14%	187
2018 Q2	$836K	Buy	+15,200	New	+$845K	0.06%	237
2017 Q4	–	Sell	-58,110	Closed	-$2.96M	–	1392
2017 Q3	$2.96M	Sell	58,110 -3,200	-5%	-$137K	0.01%	779
2017 Q2	$2.43M	Buy	61,310 +28,300	+86%	+$1.02M	0.01%	876
2017 Q1	$1.07M	Buy	33,010 +10,400	+46%	+$378K	﹤0.01%	1171
2016 Q4	$797K	Buy	+22,610	New	+$811K	﹤0.01%	1145

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Credit Agricole's ENV Position: Q4 2019 in Review

Credit Agricole sold out of ENVESTNET, INC. (ENV) in Q4 2019, closing a stake of 6,300 shares — an estimated $357K sold.

Credit Agricole first reported a position in ENV in Q4 2016 and held it in 10 quarters. The position peaked at $3.39M in Q1 2019. 236 funds tracked by Wall St. Rank hold ENV as of Q4 2019.

Credit Agricole reported no remaining ENVESTNET, INC. position as of Q4 2019 after selling out during the quarter.
Credit Agricole sold 6,300 ENVESTNET, INC. shares in Q4 2019, an estimated $357K.
Credit Agricole first reported a position in ENVESTNET, INC. in Q4 2016 and held it in 10 quarters.
Credit Agricole's ENVESTNET, INC. position peaked at $3.39M in Q1 2019.
236 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2019.

Based on Credit Agricole's 13F filing for Q4 2019, filed 12 Feb 2020.