Envestnet Asset Management
BFIN

Envestnet Asset Management’s BankFinancial BFIN Stock Holding History

Envestnet Asset Management’s Portfolio BFIN Stock Details BFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,210
Closed -$15K – 3106
2016
Q3 		$15K Sell
1,210
-12
-1% -$149 ﹤0.01% 2844
2016
Q2 		$15K Buy
1,222
+108
+10% +$1.33K ﹤0.01% 2998
2016
Q1 		$13K Buy
+1,114
New +$13.4K ﹤0.01% 3017

Other funds holding BFIN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Envestnet Asset Management's BFIN Position: Q4 2016 in Review

Envestnet Asset Management sold out of BankFinancial (BFIN) in Q4 2016, closing a stake of 1,210 shares — an estimated $15K sold.

Envestnet Asset Management first reported a position in BFIN in Q1 2016 and held it in 3 quarters. The position peaked at $15K in Q3 2016. 72 funds tracked by Wall St. Rank hold BFIN as of Q4 2016.

  • Envestnet Asset Management reported no remaining BankFinancial position as of Q4 2016 after selling out during the quarter.
  • Envestnet Asset Management sold 1,210 BankFinancial shares in Q4 2016, an estimated $15K.
  • Envestnet Asset Management first reported a position in BankFinancial in Q1 2016 and held it in 3 quarters.
  • Envestnet Asset Management's BankFinancial position peaked at $15K in Q3 2016.
  • 72 funds tracked by Wall St. Rank held BankFinancial as of Q4 2016.

Based on Envestnet Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.