Cupps Capital Management’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-243
| Closed | -$6K | – | 236 |
|
|
2016
Q1 | $6K | Sell |
243
-146,885
| -100% | -$3.63M | ﹤0.01% | 177 |
|
|
2015
Q4 | $4.39M | Sell |
147,128
-28,953
| -16% | -$864K | 0.62% | 62 |
|
|
2015
Q3 | $5.28M | Sell |
176,081
-106,043
| -38% | -$3.18M | 0.7% | 51 |
|
|
2015
Q2 | $11.4M | Sell |
282,124
-255,453
| -48% | -$10.3M | 1.1% | 31 |
|
|
2015
Q1 | $30.1M | Buy |
537,577
+67,445
| +14% | +$3.78M | 2.68% | 3 |
|
|
2014
Q4 | $23.1M | Sell |
470,132
-35,486
| -7% | -$1.74M | 2.07% | 9 |
|
|
2014
Q3 | $22.8M | Buy |
505,618
+83,896
| +20% | +$3.78M | 2.11% | 5 |
|
|
2014
Q2 | $20.6M | Buy |
+421,722
| New | +$20.6M | 1.67% | 9 |
|