Envestnet Asset Management
AIFU

Envestnet Asset Management’s AIFU Inc AIFU Stock Holding History

Envestnet Asset Management’s Portfolio AIFU Stock Details AIFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3
Closed -$9K – 3179
2016
Q4 		$9K Hold
3
– – ﹤0.01% 2799
2016
Q3 		$9K Buy
+3
New +$9.72K ﹤0.01% 2873

Other funds holding AIFU

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management's AIFU Position: Q1 2017 in Review

Envestnet Asset Management sold out of AIFU Inc (AIFU) in Q1 2017, closing a stake of 3 shares — an estimated $9K sold.

Envestnet Asset Management first reported a position in AIFU in Q3 2016 and held it in 2 quarters. The position peaked at $9K in Q4 2016. 35 funds tracked by Wall St. Rank hold AIFU as of Q1 2017.

  • Envestnet Asset Management reported no remaining AIFU Inc position as of Q1 2017 after selling out during the quarter.
  • Envestnet Asset Management sold 3 AIFU Inc shares in Q1 2017, an estimated $9K.
  • Envestnet Asset Management first reported a position in AIFU Inc in Q3 2016 and held it in 2 quarters.
  • Envestnet Asset Management's AIFU Inc position peaked at $9K in Q4 2016.
  • 35 funds tracked by Wall St. Rank held AIFU Inc as of Q1 2017.

Based on Envestnet Asset Management's 13F filing for Q1 2017, filed 9 May 2017.