CCS
ENV

Crosspoint Capital Strategies’s ENVESTNET, INC. ENV Stock Holding History

Crosspoint Capital Strategies’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
2018
Q1 		– Sell
-251
Closed -$125K – 120
2017
Q4 		$125K Buy
251
+66
+36% +$3.42K 0.01% 69
2017
Q3 		$9K Buy
+185
New +$7.91K 0.01% 89

Other funds holding ENV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 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
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Crosspoint Capital Strategies's ENV Position: Q1 2018 in Review

Crosspoint Capital Strategies sold out of ENVESTNET, INC. (ENV) in Q1 2018, closing a stake of 251 shares — an estimated $125K sold.

Crosspoint Capital Strategies first reported a position in ENV in Q3 2017 and held it in 2 quarters. The position peaked at $125K in Q4 2017. 203 funds tracked by Wall St. Rank hold ENV as of Q1 2018.

  • Crosspoint Capital Strategies reported no remaining ENVESTNET, INC. position as of Q1 2018 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 251 ENVESTNET, INC. shares in Q1 2018, an estimated $125K.
  • Crosspoint Capital Strategies first reported a position in ENVESTNET, INC. in Q3 2017 and held it in 2 quarters.
  • Crosspoint Capital Strategies's ENVESTNET, INC. position peaked at $125K in Q4 2017.
  • 203 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2018.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2018, filed 14 May 2018.