FNBT
ENV

FineMark National Bank & Trust’s ENVESTNET, INC. ENV Stock Holding History

FineMark National Bank & Trust’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
2017
Q1 		– Sell
-39
Closed -$1K – 1278
2016
Q4 		$1K Hold
39
– – ﹤0.01% 1279
2016
Q3 		$1K Hold
39
– – ﹤0.01% 1299
2016
Q2 		$1K Hold
39
– – ﹤0.01% 1378
2016
Q1 		$1K Hold
39
– – ﹤0.01% 1293
2015
Q4 		$1K Hold
39
– – ﹤0.01% 1336
2015
Q3 		$1K Hold
39
– – ﹤0.01% 1511
2015
Q2 		$2K Buy
+39
New +$1.88K ﹤0.01% 1310

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

FineMark National Bank & Trust's ENV Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of ENVESTNET, INC. (ENV) in Q1 2017, closing a stake of 39 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in ENV in Q2 2015 and held it in 7 quarters. The position peaked at $2K in Q2 2015. 157 funds tracked by Wall St. Rank hold ENV as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining ENVESTNET, INC. position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 39 ENVESTNET, INC. shares in Q1 2017, an estimated $1K.
  • FineMark National Bank & Trust first reported a position in ENVESTNET, INC. in Q2 2015 and held it in 7 quarters.
  • FineMark National Bank & Trust's ENVESTNET, INC. position peaked at $2K in Q2 2015.
  • 157 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.