Essex Investment Management’s ENVESTNET, INC. ENV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
Sell
-57,755
Closed -$1.72M 359
2015
Q4
$1.72M Buy
57,755
+16,670
+41% +$498K 0.27% 87
2015
Q3
$1.23M Buy
+41,085
New +$1.23M 0.2% 120
2013
Q3
Sell
-19,735
Closed -$485K 420
2013
Q2
$485K Buy
+19,735
New +$485K 0.09% 226