First Personal Financial Services’s ENVESTNET, INC. ENV Stock Holding History

First Personal Financial Services’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	-82	Closed	-$6K	–	819
2019 Q2	$6K	Hold	82	–	–	﹤0.01%	586
2019 Q1	$5K	Hold	82	–	–	﹤0.01%	602
2018 Q4	$4K	Hold	82	–	–	﹤0.01%	600
2018 Q3	$5K	Buy	82 +33	+67%	+$2K	﹤0.01%	618
2018 Q2	$3K	Hold	49	–	–	﹤0.01%	628
2018 Q1	$3K	Buy	+49	New	+$2.69K	﹤0.01%	981
2017 Q1	–	Sell	-659	Closed	-$23K	–	973
2016 Q4	$23K	Buy	+659	New	+$23.6K	0.01%	535

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

First Personal Financial Services's ENV Position: Q3 2019 in Review

First Personal Financial Services sold out of ENVESTNET, INC. (ENV) in Q3 2019, closing a stake of 82 shares — an estimated $6K sold.

First Personal Financial Services first reported a position in ENV in Q4 2016 and held it in 7 quarters. The position peaked at $23K in Q4 2016. 224 funds tracked by Wall St. Rank hold ENV as of Q3 2019.

First Personal Financial Services reported no remaining ENVESTNET, INC. position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 82 ENVESTNET, INC. shares in Q3 2019, an estimated $6K.
First Personal Financial Services first reported a position in ENVESTNET, INC. in Q4 2016 and held it in 7 quarters.
First Personal Financial Services's ENVESTNET, INC. position peaked at $23K in Q4 2016.
224 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.