Envestnet Asset Management
PW

Envestnet Asset Management’s Power REIT PW Stock Holding History

Envestnet Asset Management’s Portfolio PW Stock Details PW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-878
Closed -$234K – 3561
2020
Q4 		$234K Buy
+878
New +$215K ﹤0.01% 3054

Other funds holding PW

AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Envestnet Asset Management's PW Position: Q1 2021 in Review

Envestnet Asset Management sold out of Power REIT (PW) in Q1 2021, closing a stake of 878 shares — an estimated $234K sold.

Envestnet Asset Management first reported a position in PW in Q4 2020 and held it in 1 quarter. The position peaked at $234K in Q4 2020. 21 funds tracked by Wall St. Rank hold PW as of Q1 2021.

  • Envestnet Asset Management reported no remaining Power REIT position as of Q1 2021 after selling out during the quarter.
  • Envestnet Asset Management sold 878 Power REIT shares in Q1 2021, an estimated $234K.
  • Envestnet Asset Management first reported a position in Power REIT in Q4 2020 and held it in 1 quarter.
  • Envestnet Asset Management's Power REIT position peaked at $234K in Q4 2020.
  • 21 funds tracked by Wall St. Rank held Power REIT as of Q1 2021.

Based on Envestnet Asset Management's 13F filing for Q1 2021, filed 4 May 2021.