Envestnet Asset Management
SB icon

Envestnet Asset Management’s Safe Bulkers SB Stock Holding History

Envestnet Asset Management’s Portfolio SB Stock Details SB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-10,784
Closed -$17K – 3154
2019
Q2 		$17K Buy
+10,784
New +$16.8K ﹤0.01% 3016

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Envestnet Asset Management's SB Position: Q3 2019 in Review

Envestnet Asset Management sold out of Safe Bulkers (SB) in Q3 2019, closing a stake of 10,784 shares — an estimated $17K sold.

Envestnet Asset Management first reported a position in SB in Q2 2019 and held it in 1 quarter. The position peaked at $17K in Q2 2019. 64 funds tracked by Wall St. Rank hold SB as of Q3 2019.

  • Envestnet Asset Management reported no remaining Safe Bulkers position as of Q3 2019 after selling out during the quarter.
  • Envestnet Asset Management sold 10,784 Safe Bulkers shares in Q3 2019, an estimated $17K.
  • Envestnet Asset Management first reported a position in Safe Bulkers in Q2 2019 and held it in 1 quarter.
  • Envestnet Asset Management's Safe Bulkers position peaked at $17K in Q2 2019.
  • 64 funds tracked by Wall St. Rank held Safe Bulkers as of Q3 2019.

Based on Envestnet Asset Management's 13F filing for Q3 2019, filed 17 Oct 2019.