Envestnet Asset Management
FSI icon

Envestnet Asset Management’s Flexible Solutions FSI Stock Holding History

Envestnet Asset Management’s Portfolio FSI Stock Details FSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,816
Closed -$8K – 3173
2016
Q3 		$8K Hold
3,816
– – ﹤0.01% 2876
2016
Q2 		$5K Hold
3,816
– – ﹤0.01% 3054
2016
Q1 		$4K Buy
+3,816
New +$3.38K ﹤0.01% 3061

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CS
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California Public Employees Retirement System
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Deutsche Bank
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Goldman Sachs
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Morgan Stanley
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PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

Envestnet Asset Management sold out of Flexible Solutions (FSI) in Q4 2016, closing a stake of 3,816 shares — an estimated $8K sold.

Envestnet Asset Management first reported a position in FSI in Q1 2016 and held it in 3 quarters. The position peaked at $8K in Q3 2016. 17 funds tracked by Wall St. Rank hold FSI as of Q4 2016.

  • Envestnet Asset Management reported no remaining Flexible Solutions position as of Q4 2016 after selling out during the quarter.
  • Envestnet Asset Management sold 3,816 Flexible Solutions shares in Q4 2016, an estimated $8K.
  • Envestnet Asset Management first reported a position in Flexible Solutions in Q1 2016 and held it in 3 quarters.
  • Envestnet Asset Management's Flexible Solutions position peaked at $8K in Q3 2016.
  • 17 funds tracked by Wall St. Rank held Flexible Solutions as of Q4 2016.

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