CG
ENV

Cutler Group’s ENVESTNET, INC. ENV Stock Holding History

Cutler Group’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
Q3 		– Sell
-100
Closed -$6K – 5101
2019
Q2 		$6K Buy
+100
New +$6.87K ﹤0.01% 3044
2018
Q3 		– Sell
-3,922
Closed -$215K – 5150
2018
Q2 		$215K Sell
3,922
-1,035
-21% -$57.5K 0.02% 745
2018
Q1 		$284K Buy
4,957
+950
+24% +$52.2K 0.02% 636
2017
Q4 		$199K Buy
+4,007
New +$207K 0.01% 964
2017
Q3 		– Sell
-1,951
Closed -$83.4K – 7477
2017
Q2 		$77K Buy
+1,951
New +$70.1K ﹤0.01% 2093
2017
Q1 		– Sell
-6,808
Closed -$248K – 7997
2016
Q4 		$239K Buy
+6,808
New +$244K 0.01% 1174
2016
Q2 		– Sell
-982
Closed -$31.7K – 8011
2016
Q1 		$26K Sell
982
-497
-34% -$11.7K ﹤0.01% 3039
2015
Q4 		$44K Buy
+1,479
New +$45.6K ﹤0.01% 2615

Other funds holding ENV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Cutler Group's ENV Position: Q3 2019 in Review

Cutler Group sold out of ENVESTNET, INC. (ENV) in Q3 2019, closing a stake of 100 shares — an estimated $6K sold.

Cutler Group first reported a position in ENV in Q4 2015 and held it in 8 quarters. The position peaked at $284K in Q1 2018. 224 funds tracked by Wall St. Rank hold ENV as of Q3 2019.

  • Cutler Group reported no remaining ENVESTNET, INC. position as of Q3 2019 after selling out during the quarter.
  • Cutler Group sold 100 ENVESTNET, INC. shares in Q3 2019, an estimated $6K.
  • Cutler Group first reported a position in ENVESTNET, INC. in Q4 2015 and held it in 8 quarters.
  • Cutler Group's ENVESTNET, INC. position peaked at $284K in Q1 2018.
  • 224 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2019.

Based on Cutler Group's 13F filing for Q3 2019, filed 28 Oct 2019.