Envestnet Asset Management
AFAM

Envestnet Asset Management’s Almost Family Inc AFAM Stock Holding History

Envestnet Asset Management’s Portfolio AFAM Stock Details AFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-6,579
Closed -$364K – 3068
2017
Q4 		$364K Buy
6,579
+334
+5% +$17.8K ﹤0.01% 1613
2017
Q3 		$335K Buy
6,245
+1,229
+25% +$62.6K ﹤0.01% 1623
2017
Q2 		$309K Sell
5,016
-603
-11% -$33K ﹤0.01% 1709
2017
Q1 		$273K Buy
5,619
+5,046
+881% +$241K ﹤0.01% 1793
2016
Q4 		$25K Buy
+573
New +$23.4K ﹤0.01% 2623
2016
Q2 		– Sell
-1,876
Closed -$70K – 3224
2016
Q1 		$70K Buy
+1,876
New +$70K ﹤0.01% 2580
2015
Q4 		– Sell
-2,013
Closed -$81K – 3170
2015
Q3 		$81K Buy
+2,013
New +$89.9K ﹤0.01% 2438

Other funds holding AFAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $121M AUM 74.36% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Envestnet Asset Management's AFAM Position: Q1 2018 in Review

Envestnet Asset Management sold out of Almost Family Inc (AFAM) in Q1 2018, closing a stake of 6,579 shares — an estimated $364K sold.

Envestnet Asset Management first reported a position in AFAM in Q3 2015 and held it in 7 quarters. The position peaked at $364K in Q4 2017. 143 funds tracked by Wall St. Rank hold AFAM as of Q1 2018.

  • Envestnet Asset Management reported no remaining Almost Family Inc position as of Q1 2018 after selling out during the quarter.
  • Envestnet Asset Management sold 6,579 Almost Family Inc shares in Q1 2018, an estimated $364K.
  • Envestnet Asset Management first reported a position in Almost Family Inc in Q3 2015 and held it in 7 quarters.
  • Envestnet Asset Management's Almost Family Inc position peaked at $364K in Q4 2017.
  • 143 funds tracked by Wall St. Rank held Almost Family Inc as of Q1 2018.

Based on Envestnet Asset Management's 13F filing for Q1 2018, filed 9 May 2018.