GKWIM
ENV

Gerber Kawasaki Wealth & Investment Management’s ENVESTNET, INC. ENV Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2018
Q1 		– Sell
-5,025
Closed -$250K – 128
2017
Q4 		$250K Buy
+5,025
New +$260K 0.09% 99

Other funds holding ENV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ENV Position: Q1 2018 in Review

Gerber Kawasaki Wealth & Investment Management sold out of ENVESTNET, INC. (ENV) in Q1 2018, closing a stake of 5,025 shares — an estimated $250K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ENV in Q4 2017 and held it in 1 quarter. The position peaked at $250K in Q4 2017. 203 funds tracked by Wall St. Rank hold ENV as of Q1 2018.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining ENVESTNET, INC. position as of Q1 2018 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 5,025 ENVESTNET, INC. shares in Q1 2018, an estimated $250K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in ENVESTNET, INC. in Q4 2017 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's ENVESTNET, INC. position peaked at $250K in Q4 2017.
  • 203 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2018.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2018, filed 8 May 2018.