Envestnet Asset Management
TISI icon

Envestnet Asset Management’s Team TISI Stock Holding History

Envestnet Asset Management’s Portfolio TISI Stock Details TISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,114
Closed -$72K – 3172
2020
Q1 		$72K Sell
1,114
-31
-3% -$3.84K ﹤0.01% 2872
2019
Q4 		$183K Buy
1,145
+69
+6% +$11.7K ﹤0.01% 2935
2019
Q3 		$194K Buy
+1,076
New +$178K ﹤0.01% 2875
2019
Q2 		– Sell
-1,063
Closed -$186K – 3076
2019
Q1 		$186K Buy
1,063
+56
+6% +$8.86K ﹤0.01% 2844
2018
Q4 		$147K Buy
+1,007
New +$184K ﹤0.01% 2743
2018
Q3 		– Sell
-10
Closed -$2K – 2487
2018
Q2 		$2K Hold
10
– – ﹤0.01% 2757
2018
Q1 		$1K Sell
10
-4
-29% -$659 ﹤0.01% 2806
2017
Q4 		$2K Hold
14
– – ﹤0.01% 2864
2017
Q3 		$2K Sell
14
-38
-73% -$5.8K ﹤0.01% 2823
2017
Q2 		$12K Sell
52
-38
-42% -$9.77K ﹤0.01% 2684
2017
Q1 		$24K Sell
90
-104
-54% -$32.9K ﹤0.01% 2642
2016
Q4 		$76K Sell
194
-10
-5% -$3.45K ﹤0.01% 2295
2016
Q3 		$67K Sell
204
-16
-7% -$4.74K ﹤0.01% 2494
2016
Q2 		$55K Sell
220
-35
-14% -$9.83K ﹤0.01% 2689
2016
Q1 		$78K Buy
+255
New +$65.5K ﹤0.01% 2521

Other funds holding TISI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Envestnet Asset Management's TISI Position: Q2 2020 in Review

Envestnet Asset Management sold out of Team (TISI) in Q2 2020, closing a stake of 1,114 shares — an estimated $72K sold.

Envestnet Asset Management first reported a position in TISI in Q1 2016 and held it in 15 quarters. The position peaked at $194K in Q3 2019. 115 funds tracked by Wall St. Rank hold TISI as of Q2 2020.

  • Envestnet Asset Management reported no remaining Team position as of Q2 2020 after selling out during the quarter.
  • Envestnet Asset Management sold 1,114 Team shares in Q2 2020, an estimated $72K.
  • Envestnet Asset Management first reported a position in Team in Q1 2016 and held it in 15 quarters.
  • Envestnet Asset Management's Team position peaked at $194K in Q3 2019.
  • 115 funds tracked by Wall St. Rank held Team as of Q2 2020.

Based on Envestnet Asset Management's 13F filing for Q2 2020, filed 8 Jul 2020.