Envestnet Asset Management
PMCT

Envestnet Asset Management’s PMC COMMERCIAL TRUST SBI PMCT Stock Holding History

Envestnet Asset Management’s Portfolio PMCT Stock Details PMCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-6,895
Closed -$61K – 2643
2013
Q3 		$61K Buy
+6,895
New +$63.6K ﹤0.01% 1150

Other funds holding PMCT

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Envestnet Asset Management's PMCT Position: Q4 2013 in Review

Envestnet Asset Management sold out of PMC COMMERCIAL TRUST SBI (PMCT) in Q4 2013, closing a stake of 6,895 shares — an estimated $61K sold.

Envestnet Asset Management first reported a position in PMCT in Q3 2013 and held it in 1 quarter. The position peaked at $61K in Q3 2013. 26 funds tracked by Wall St. Rank hold PMCT as of Q4 2013.

  • Envestnet Asset Management reported no remaining PMC COMMERCIAL TRUST SBI position as of Q4 2013 after selling out during the quarter.
  • Envestnet Asset Management sold 6,895 PMC COMMERCIAL TRUST SBI shares in Q4 2013, an estimated $61K.
  • Envestnet Asset Management first reported a position in PMC COMMERCIAL TRUST SBI in Q3 2013 and held it in 1 quarter.
  • Envestnet Asset Management's PMC COMMERCIAL TRUST SBI position peaked at $61K in Q3 2013.
  • 26 funds tracked by Wall St. Rank held PMC COMMERCIAL TRUST SBI as of Q4 2013.

Based on Envestnet Asset Management's 13F filing for Q4 2013, filed 12 Feb 2014.