Enlightenment Research’s ENVESTNET, INC. ENV Stock Holding History

Enlightenment Research’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 Q1	–	Sell	-100	Closed	-$5K	–	830
2018 Q4	$5K	Buy	+100	New	+$5.36K	0.01%	706

Other funds holding ENV

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

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Enlightenment Research's ENV Position: Q1 2019 in Review

Enlightenment Research sold out of ENVESTNET, INC. (ENV) in Q1 2019, closing a stake of 100 shares — an estimated $5K sold.

Enlightenment Research first reported a position in ENV in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 228 funds tracked by Wall St. Rank hold ENV as of Q1 2019.

Enlightenment Research reported no remaining ENVESTNET, INC. position as of Q1 2019 after selling out during the quarter.
Enlightenment Research sold 100 ENVESTNET, INC. shares in Q1 2019, an estimated $5K.
Enlightenment Research first reported a position in ENVESTNET, INC. in Q4 2018 and held it in 1 quarter.
Enlightenment Research's ENVESTNET, INC. position peaked at $5K in Q4 2018.
228 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2019.

Based on Enlightenment Research's 13F filing for Q1 2019, filed 3 May 2019.