Envestnet Asset Management
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Envestnet Asset Management’s Sierra Bancorp BSRR Stock Holding History

Envestnet Asset Management’s Portfolio BSRR Stock Details BSRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,078
Closed -$29K – 2960
2017
Q3 		$29K Sell
1,078
-113
-9% -$3.04K ﹤0.01% 2427
2017
Q2 		$29K Buy
1,191
+1,190
+119,000% +$29K ﹤0.01% 2514
2017
Q1 		$0 Hold
1
– – ﹤0.01% 3112
2016
Q4 		$0 Buy
+1
New – ﹤0.01% 3113