DFIM
ENV

Detwiler Fenton Investment Management’s ENVESTNET, INC. ENV Stock Holding History

Detwiler Fenton Investment 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
2014
Q1 		– Sell
-6,850
Closed -$276K – 130
2013
Q4 		$276K Buy
+6,850
New +$250K 0.25% 86

Other funds holding ENV

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Detwiler Fenton Investment Management's ENV Position: Q1 2014 in Review

Detwiler Fenton Investment Management sold out of ENVESTNET, INC. (ENV) in Q1 2014, closing a stake of 6,850 shares — an estimated $276K sold.

Detwiler Fenton Investment Management first reported a position in ENV in Q4 2013 and held it in 1 quarter. The position peaked at $276K in Q4 2013. 128 funds tracked by Wall St. Rank hold ENV as of Q1 2014.

  • Detwiler Fenton Investment Management reported no remaining ENVESTNET, INC. position as of Q1 2014 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 6,850 ENVESTNET, INC. shares in Q1 2014, an estimated $276K.
  • Detwiler Fenton Investment Management first reported a position in ENVESTNET, INC. in Q4 2013 and held it in 1 quarter.
  • Detwiler Fenton Investment Management's ENVESTNET, INC. position peaked at $276K in Q4 2013.
  • 128 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2014.

Based on Detwiler Fenton Investment Management's 13F filing for Q1 2014, filed 1 May 2014.