Envestnet Asset Management
SAAS

Envestnet Asset Management’s inContact, Inc. SAAS Stock Holding History

Envestnet Asset Management’s Portfolio SAAS Stock Details SAAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,663
Closed -$15K – 3193
2016
Q1 		$15K Buy
+1,663
New +$14.7K ﹤0.01% 3008
2015
Q4 		– Sell
-1,341
Closed -$10K – 3135
2015
Q3 		$10K Buy
+1,341
New +$11.1K ﹤0.01% 2997
2013
Q4 		– Sell
-485
Closed -$4K – 2617
2013
Q3 		$4K Buy
485
+18
+4% +$154 ﹤0.01% 2018
2013
Q2 		$4K Buy
+467
New +$3.64K ﹤0.01% 1978

Other funds holding SAAS

AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Envestnet Asset Management's SAAS Position: Q2 2016 in Review

Envestnet Asset Management sold out of inContact, Inc. (SAAS) in Q2 2016, closing a stake of 1,663 shares — an estimated $15K sold.

Envestnet Asset Management first reported a position in SAAS in Q2 2013 and held it in 4 quarters. The position peaked at $15K in Q1 2016. 145 funds tracked by Wall St. Rank hold SAAS as of Q2 2016.

  • Envestnet Asset Management reported no remaining inContact, Inc. position as of Q2 2016 after selling out during the quarter.
  • Envestnet Asset Management sold 1,663 inContact, Inc. shares in Q2 2016, an estimated $15K.
  • Envestnet Asset Management first reported a position in inContact, Inc. in Q2 2013 and held it in 4 quarters.
  • Envestnet Asset Management's inContact, Inc. position peaked at $15K in Q1 2016.
  • 145 funds tracked by Wall St. Rank held inContact, Inc. as of Q2 2016.

Based on Envestnet Asset Management's 13F filing for Q2 2016, filed 15 Aug 2016.