Essex Savings Bank’s ENVESTNET, INC. ENV Stock Holding History

Essex Savings Bank’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
2019 Q3	–	Sell	-432	Closed	-$30K	–	687
2019 Q2	$30K	Buy	432 +141	+48%	+$9.68K	0.01%	518
2019 Q1	$19K	Hold	291	–	–	0.01%	438
2018 Q4	$14K	Buy	+291	New	+$15.6K	0.01%	483

Other funds holding ENV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Essex Savings Bank's ENV Position: Q3 2019 in Review

Essex Savings Bank sold out of ENVESTNET, INC. (ENV) in Q3 2019, closing a stake of 432 shares — an estimated $30K sold.

Essex Savings Bank first reported a position in ENV in Q4 2018 and held it in 3 quarters. The position peaked at $30K in Q2 2019. 224 funds tracked by Wall St. Rank hold ENV as of Q3 2019.

Essex Savings Bank reported no remaining ENVESTNET, INC. position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 432 ENVESTNET, INC. shares in Q3 2019, an estimated $30K.
Essex Savings Bank first reported a position in ENVESTNET, INC. in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's ENVESTNET, INC. position peaked at $30K in Q2 2019.
224 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.