Envestnet Asset Management
EEX

Envestnet Asset Management’s Emerald Holding EEX Stock Holding History

Envestnet Asset Management’s Portfolio EEX Stock Details EEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-419
Closed -$9K – 1617
2018
Q2 		$9K Hold
419
– – ﹤0.01% 2552
2018
Q1 		$8K Buy
419
+79
+23% +$1.64K ﹤0.01% 2533
2017
Q4 		$7K Hold
340
– – ﹤0.01% 2684
2017
Q3 		$8K Buy
+340
New +$7.52K ﹤0.01% 2634

Other funds holding EEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Envestnet Asset Management's EEX Position: Q3 2018 in Review

Envestnet Asset Management sold out of Emerald Holding (EEX) in Q3 2018, closing a stake of 419 shares — an estimated $9K sold.

Envestnet Asset Management first reported a position in EEX in Q3 2017 and held it in 4 quarters. The position peaked at $9K in Q2 2018. 90 funds tracked by Wall St. Rank hold EEX as of Q3 2018.

  • Envestnet Asset Management reported no remaining Emerald Holding position as of Q3 2018 after selling out during the quarter.
  • Envestnet Asset Management sold 419 Emerald Holding shares in Q3 2018, an estimated $9K.
  • Envestnet Asset Management first reported a position in Emerald Holding in Q3 2017 and held it in 4 quarters.
  • Envestnet Asset Management's Emerald Holding position peaked at $9K in Q2 2018.
  • 90 funds tracked by Wall St. Rank held Emerald Holding as of Q3 2018.

Based on Envestnet Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.