EIM
ENV

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

Essex Investment Management’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-57,755
Closed -$1.72M – 359
2015
Q4 		$1.72M Buy
57,755
+16,670
+41% +$514K 0.27% 87
2015
Q3 		$1.23M Buy
+41,085
New +$1.51M 0.2% 120
2013
Q3 		– Sell
-19,735
Closed -$485K – 419
2013
Q2 		$485K Buy
+19,735
New +$400K 0.09% 226

Other funds holding ENV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Essex Investment Management's ENV Position: Q1 2016 in Review

Essex Investment Management sold out of ENVESTNET, INC. (ENV) in Q1 2016, closing a stake of 57,755 shares — an estimated $1.72M sold.

Essex Investment Management first reported a position in ENV in Q2 2013 and held it in 3 quarters. The position peaked at $1.72M in Q4 2015. 129 funds tracked by Wall St. Rank hold ENV as of Q1 2016.

  • Essex Investment Management reported no remaining ENVESTNET, INC. position as of Q1 2016 after selling out during the quarter.
  • Essex Investment Management sold 57,755 ENVESTNET, INC. shares in Q1 2016, an estimated $1.72M.
  • Essex Investment Management first reported a position in ENVESTNET, INC. in Q2 2013 and held it in 3 quarters.
  • Essex Investment Management's ENVESTNET, INC. position peaked at $1.72M in Q4 2015.
  • 129 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2016.

Based on Essex Investment Management's 13F filing for Q1 2016, filed 9 May 2016.