Fuller & Thaler Asset Management
ENV

Fuller & Thaler Asset Management’s ENVESTNET, INC. ENV Stock Holding History

Fuller & Thaler Asset Management’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
2016
Q1 		– Sell
-2,580
Closed -$77K – 953
2015
Q4 		$77K Buy
+2,580
New +$79.5K ﹤0.01% 540

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Fuller & Thaler Asset Management's ENV Position: Q1 2016 in Review

Fuller & Thaler Asset Management sold out of ENVESTNET, INC. (ENV) in Q1 2016, closing a stake of 2,580 shares — an estimated $77K sold.

Fuller & Thaler Asset Management first reported a position in ENV in Q4 2015 and held it in 1 quarter. The position peaked at $77K in Q4 2015. 129 funds tracked by Wall St. Rank hold ENV as of Q1 2016.

  • Fuller & Thaler Asset Management reported no remaining ENVESTNET, INC. position as of Q1 2016 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 2,580 ENVESTNET, INC. shares in Q1 2016, an estimated $77K.
  • Fuller & Thaler Asset Management first reported a position in ENVESTNET, INC. in Q4 2015 and held it in 1 quarter.
  • Fuller & Thaler Asset Management's ENVESTNET, INC. position peaked at $77K in Q4 2015.
  • 129 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2016.

Based on Fuller & Thaler Asset Management's 13F filing for Q1 2016, filed 12 May 2016.