Envestnet Asset Management
LCM

Envestnet Asset Management’s Advent/Claymore Enhanced Gth & F LCM Stock Holding History

Envestnet Asset Management’s Portfolio LCM Stock Details LCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-982
Closed -$9K – 2831
2014
Q3 		$9K Buy
+982
New +$9.93K ﹤0.01% 2171

Other funds holding LCM

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ICM
Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Envestnet Asset Management's LCM Position: Q4 2014 in Review

Envestnet Asset Management sold out of Advent/Claymore Enhanced Gth & F (LCM) in Q4 2014, closing a stake of 982 shares — an estimated $9K sold.

Envestnet Asset Management first reported a position in LCM in Q3 2014 and held it in 1 quarter. The position peaked at $9K in Q3 2014. 32 funds tracked by Wall St. Rank hold LCM as of Q4 2014.

  • Envestnet Asset Management reported no remaining Advent/Claymore Enhanced Gth & F position as of Q4 2014 after selling out during the quarter.
  • Envestnet Asset Management sold 982 Advent/Claymore Enhanced Gth & F shares in Q4 2014, an estimated $9K.
  • Envestnet Asset Management first reported a position in Advent/Claymore Enhanced Gth & F in Q3 2014 and held it in 1 quarter.
  • Envestnet Asset Management's Advent/Claymore Enhanced Gth & F position peaked at $9K in Q3 2014.
  • 32 funds tracked by Wall St. Rank held Advent/Claymore Enhanced Gth & F as of Q4 2014.

Based on Envestnet Asset Management's 13F filing for Q4 2014, filed 12 Feb 2015.