EAM Investors’s ENVESTNET, INC. ENV Stock Holding History

EAM Investors’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	-14,860	Closed	-$1.02M	–	336
2019 Q2	$1.02M	Sell	14,860 -12,773	-46%	-$877K	0.25%	190
2019 Q1	$1.81M	Buy	+27,633	New	+$1.59M	0.44%	79
2018 Q2	–	Sell	-45,977	Closed	-$2.63M	–	413
2018 Q1	$2.63M	Sell	45,977 -3,773	-8%	-$207K	0.44%	116
2017 Q4	$2.48M	Sell	49,750 -640	-1%	-$33.1K	0.44%	87
2017 Q3	$2.57M	Buy	+50,390	New	+$2.15M	0.34%	100
2016 Q3	–	Sell	-73,172	Closed	-$2.44M	–	417
2016 Q2	$2.44M	Buy	+73,172	New	+$2.36M	0.37%	147
2014 Q2	–	Sell	-28,466	Closed	-$1.14M	–	432
2014 Q1	$1.14M	Sell	28,466 -4,804	-14%	-$206K	0.21%	274
2013 Q4	$1.34M	Sell	33,270 -11,696	-26%	-$426K	0.24%	209
2013 Q3	$1.39M	Sell	44,966 -5,708	-11%	-$158K	0.28%	135
2013 Q2	$1.25M	Buy	+50,674	New	+$1.03M	0.27%	136

Other funds holding ENV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

EAM Investors's ENV Position: Q3 2019 in Review

EAM Investors sold out of ENVESTNET, INC. (ENV) in Q3 2019, closing a stake of 14,860 shares — an estimated $1.02M sold.

EAM Investors first reported a position in ENV in Q2 2013 and held it in 10 quarters. The position peaked at $2.63M in Q1 2018. 224 funds tracked by Wall St. Rank hold ENV as of Q3 2019.

EAM Investors reported no remaining ENVESTNET, INC. position as of Q3 2019 after selling out during the quarter.
EAM Investors sold 14,860 ENVESTNET, INC. shares in Q3 2019, an estimated $1.02M.
EAM Investors first reported a position in ENVESTNET, INC. in Q2 2013 and held it in 10 quarters.
EAM Investors's ENVESTNET, INC. position peaked at $2.63M in Q1 2018.
224 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2019.

Based on EAM Investors's 13F filing for Q3 2019, filed 13 Nov 2019.