Financial Consulate’s ENVESTNET, INC. ENV Stock Holding History

Financial Consulate’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	-52,613	Closed	-$3.6M	–	109
2019 Q2	$3.6M	Sell	52,613 -2,341	-4%	-$161K	1.62%	11
2019 Q1	$3.59M	Sell	54,954 -1,767	-3%	-$102K	1.64%	12
2018 Q4	$2.79M	Sell	56,721 -3,949	-7%	-$212K	1.67%	15
2018 Q3	$3.7M	Sell	60,670 -949	-2%	-$57.4K	2.1%	11
2018 Q2	$3.39M	Sell	61,619 -2,797	-4%	-$155K	1.71%	12
2018 Q1	$3.69M	Sell	64,416 -459	-0.7%	-$25.2K	1.95%	10
2017 Q4	$3.23M	Buy	64,875 +2,325	+4%	+$120K	1.65%	14
2017 Q3	$3.19M	Buy	62,550 +2,774	+5%	+$119K	1.74%	12
2017 Q2	$2.37M	Buy	+59,776	New	+$2.15M	1.39%	14

Other funds holding ENV

BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 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 $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Financial Consulate's ENV Position: Q3 2019 in Review

Financial Consulate sold out of ENVESTNET, INC. (ENV) in Q3 2019, closing a stake of 52,613 shares — an estimated $3.6M sold.

Financial Consulate first reported a position in ENV in Q2 2017 and held it in 9 quarters. The position peaked at $3.7M in Q3 2018. 224 funds tracked by Wall St. Rank hold ENV as of Q3 2019.

Financial Consulate reported no remaining ENVESTNET, INC. position as of Q3 2019 after selling out during the quarter.
Financial Consulate sold 52,613 ENVESTNET, INC. shares in Q3 2019, an estimated $3.6M.
Financial Consulate first reported a position in ENVESTNET, INC. in Q2 2017 and held it in 9 quarters.
Financial Consulate's ENVESTNET, INC. position peaked at $3.7M in Q3 2018.
224 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2019.

Based on Financial Consulate's 13F filing for Q3 2019, filed 16 Oct 2019.