FA
ENV

FDx Advisors’s ENVESTNET, INC. ENV Stock Holding History

FDx Advisors’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
2018
Q2 		– Sell
-6,211
Closed -$356K – 1208
2018
Q1 		$356K Buy
6,211
+183
+3% +$10.1K 0.01% 903
2017
Q4 		$300K Buy
6,028
+1,240
+26% +$64.2K 0.01% 1036
2017
Q3 		$244K Buy
+4,788
New +$205K 0.01% 1127

Other funds holding ENV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FDx Advisors's ENV Position: Q2 2018 in Review

FDx Advisors sold out of ENVESTNET, INC. (ENV) in Q2 2018, closing a stake of 6,211 shares — an estimated $356K sold.

FDx Advisors first reported a position in ENV in Q3 2017 and held it in 3 quarters. The position peaked at $356K in Q1 2018. 213 funds tracked by Wall St. Rank hold ENV as of Q2 2018.

  • FDx Advisors reported no remaining ENVESTNET, INC. position as of Q2 2018 after selling out during the quarter.
  • FDx Advisors sold 6,211 ENVESTNET, INC. shares in Q2 2018, an estimated $356K.
  • FDx Advisors first reported a position in ENVESTNET, INC. in Q3 2017 and held it in 3 quarters.
  • FDx Advisors's ENVESTNET, INC. position peaked at $356K in Q1 2018.
  • 213 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2018.

Based on FDx Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.