Envestnet Asset Management
EXA

Envestnet Asset Management’s EXA Corporation EXA Stock Holding History

Envestnet Asset Management’s Portfolio EXA Stock Details EXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-7,769
Closed -$188K – 3062
2017
Q3 		$188K Buy
7,769
+621
+9% +$9.05K ﹤0.01% 1865
2017
Q2 		$99K Buy
7,148
+239
+3% +$3.21K ﹤0.01% 2141
2017
Q1 		$87K Buy
6,909
+1,281
+23% +$19.6K ﹤0.01% 2235
2016
Q4 		$86K Buy
5,628
+293
+5% +$4.33K ﹤0.01% 2245
2016
Q3 		$86K Buy
5,335
+899
+20% +$13.5K ﹤0.01% 2393
2016
Q2 		$64K Sell
4,436
-128
-3% -$1.66K ﹤0.01% 2625
2016
Q1 		$59K Buy
4,564
+388
+9% +$4.33K ﹤0.01% 2650
2015
Q4 		$48K Buy
4,176
+2,148
+106% +$21.9K ﹤0.01% 2697
2015
Q3 		$21K Buy
+2,028
New +$21.9K ﹤0.01% 2916

Envestnet Asset Management's EXA Position: Q4 2017 in Review

Envestnet Asset Management sold out of EXA Corporation (EXA) in Q4 2017, closing a stake of 7,769 shares — an estimated $188K sold.

Envestnet Asset Management first reported a position in EXA in Q3 2015 and held it in 9 quarters. The position peaked at $188K in Q3 2017. 0 funds tracked by Wall St. Rank hold EXA as of Q4 2017.

  • Envestnet Asset Management reported no remaining EXA Corporation position as of Q4 2017 after selling out during the quarter.
  • Envestnet Asset Management sold 7,769 EXA Corporation shares in Q4 2017, an estimated $188K.
  • Envestnet Asset Management first reported a position in EXA Corporation in Q3 2015 and held it in 9 quarters.
  • Envestnet Asset Management's EXA Corporation position peaked at $188K in Q3 2017.
  • 0 funds tracked by Wall St. Rank held EXA Corporation as of Q4 2017.

Based on Envestnet Asset Management's 13F filing for Q4 2017, filed 20 Feb 2018.