Geneva Advisors’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.69M | Buy |
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2017
Q1 | $1.33M | Buy |
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|
2016
Q4 | $1.41M | Buy |
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|
2016
Q3 | $1.38M | Buy |
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|
2016
Q2 | $1.24M | Sell |
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|
2016
Q1 | $1.29M | Sell |
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|
2015
Q4 | $1.47M | Sell |
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|
2015
Q3 | $1.9M | Buy |
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|
2015
Q2 | $806K | Buy |
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|
2015
Q1 | $882K | Buy |
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|
2014
Q4 | $684K | Sell |
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|
2014
Q3 | $706K | Sell |
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|
2014
Q2 | $1.16M | Sell |
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|
2014
Q1 | $1.28M | Buy |
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|
2013
Q4 | $1.14M | Buy |
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|
2013
Q3 | $839K | Buy |
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|
2013
Q2 | $453K | Buy |
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