ECM
ENV

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

Engle 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
2017
Q4 		– Sell
-32,726
Closed -$1.67M – 32
2017
Q3 		$1.67M Buy
+32,726
New +$1.4M 0.8% 23

Other funds holding ENV

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $3.08B AUM 12.07% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 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

Engle Capital Management's ENV Position: Q4 2017 in Review

Engle Capital Management sold out of ENVESTNET, INC. (ENV) in Q4 2017, closing a stake of 32,726 shares — an estimated $1.67M sold.

Engle Capital Management first reported a position in ENV in Q3 2017 and held it in 1 quarter. The position peaked at $1.67M in Q3 2017. 198 funds tracked by Wall St. Rank hold ENV as of Q4 2017.

  • Engle Capital Management reported no remaining ENVESTNET, INC. position as of Q4 2017 after selling out during the quarter.
  • Engle Capital Management sold 32,726 ENVESTNET, INC. shares in Q4 2017, an estimated $1.67M.
  • Engle Capital Management first reported a position in ENVESTNET, INC. in Q3 2017 and held it in 1 quarter.
  • Engle Capital Management's ENVESTNET, INC. position peaked at $1.67M in Q3 2017.
  • 198 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2017.

Based on Engle Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.