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

Cupps Capital Management’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
2016 Q2	–	Sell	-243	Closed	-$6K	–	236
2016 Q1	$6K	Sell	243 -146,885	-100%	-$3.45M	﹤0.01%	177
2015 Q4	$4.39M	Sell	147,128 -28,953	-16%	-$892K	0.62%	62
2015 Q3	$5.28M	Sell	176,081 -106,043	-38%	-$3.89M	0.7%	51
2015 Q2	$11.4M	Sell	282,124 -255,453	-48%	-$12.3M	1.1%	31
2015 Q1	$30.1M	Buy	537,577 +67,445	+14%	+$3.6M	2.68%	3
2014 Q4	$23.1M	Sell	470,132 -35,486	-7%	-$1.67M	2.07%	9
2014 Q3	$22.8M	Buy	505,618 +83,896	+20%	+$3.84M	2.11%	5
2014 Q2	$20.6M	Buy	+421,722	New	+$17.1M	1.67%	9

Other funds holding ENV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Cupps Capital Management's ENV Position: Q2 2016 in Review

Cupps Capital Management sold out of ENVESTNET, INC. (ENV) in Q2 2016, closing a stake of 243 shares — an estimated $6K sold.

Cupps Capital Management first reported a position in ENV in Q2 2014 and held it in 8 quarters. The position peaked at $30.1M in Q1 2015. 135 funds tracked by Wall St. Rank hold ENV as of Q2 2016.

Cupps Capital Management reported no remaining ENVESTNET, INC. position as of Q2 2016 after selling out during the quarter.
Cupps Capital Management sold 243 ENVESTNET, INC. shares in Q2 2016, an estimated $6K.
Cupps Capital Management first reported a position in ENVESTNET, INC. in Q2 2014 and held it in 8 quarters.
Cupps Capital Management's ENVESTNET, INC. position peaked at $30.1M in Q1 2015.
135 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2016.

Based on Cupps Capital Management's 13F filing for Q2 2016, filed 12 Aug 2016.