DCM
ENV

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

Delpha 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
2018
Q1 		– Sell
-704
Closed -$35K – 1744
2017
Q4 		$35K Buy
+704
New +$36.4K 0.04% 486

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 $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $5.27B AUM 7.89% 1-Year Est. Return
Fidelity Investments
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Delpha Capital Management's ENV Position: Q1 2018 in Review

Delpha Capital Management sold out of ENVESTNET, INC. (ENV) in Q1 2018, closing a stake of 704 shares — an estimated $35K sold.

Delpha Capital Management first reported a position in ENV in Q4 2017 and held it in 1 quarter. The position peaked at $35K in Q4 2017. 203 funds tracked by Wall St. Rank hold ENV as of Q1 2018.

  • Delpha Capital Management reported no remaining ENVESTNET, INC. position as of Q1 2018 after selling out during the quarter.
  • Delpha Capital Management sold 704 ENVESTNET, INC. shares in Q1 2018, an estimated $35K.
  • Delpha Capital Management first reported a position in ENVESTNET, INC. in Q4 2017 and held it in 1 quarter.
  • Delpha Capital Management's ENVESTNET, INC. position peaked at $35K in Q4 2017.
  • 203 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2018.

Based on Delpha Capital Management's 13F filing for Q1 2018, filed 11 May 2018.