Envestnet Asset Management
EVI icon

Envestnet Asset Management’s EVI Industries EVI Stock Holding History

Envestnet Asset Management’s Portfolio EVI Stock Details EVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-980
Closed -$39K – 1664
2018
Q2 		$39K Buy
980
+131
+15% +$5.06K ﹤0.01% 2276
2018
Q1 		$33K Buy
+849
New +$31.8K ﹤0.01% 2257

Other funds holding EVI

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Envestnet Asset Management sold out of EVI Industries (EVI) in Q3 2018, closing a stake of 980 shares — an estimated $39K sold.

Envestnet Asset Management first reported a position in EVI in Q1 2018 and held it in 2 quarters. The position peaked at $39K in Q2 2018. 41 funds tracked by Wall St. Rank hold EVI as of Q3 2018.

  • Envestnet Asset Management reported no remaining EVI Industries position as of Q3 2018 after selling out during the quarter.
  • Envestnet Asset Management sold 980 EVI Industries shares in Q3 2018, an estimated $39K.
  • Envestnet Asset Management first reported a position in EVI Industries in Q1 2018 and held it in 2 quarters.
  • Envestnet Asset Management's EVI Industries position peaked at $39K in Q2 2018.
  • 41 funds tracked by Wall St. Rank held EVI Industries as of Q3 2018.

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