GI
ENV

Gradient Investments’s ENVESTNET, INC. ENV Stock Holding History

Gradient Investments’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
Q3 		– Sell
-4,820
Closed -$191K – 864
2017
Q2 		$191K Buy
+4,820
New +$173K 0.01% 223

Other funds holding ENV

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Gradient Investments's ENV Position: Q3 2017 in Review

Gradient Investments sold out of ENVESTNET, INC. (ENV) in Q3 2017, closing a stake of 4,820 shares — an estimated $191K sold.

Gradient Investments first reported a position in ENV in Q2 2017 and held it in 1 quarter. The position peaked at $191K in Q2 2017. 170 funds tracked by Wall St. Rank hold ENV as of Q3 2017.

  • Gradient Investments reported no remaining ENVESTNET, INC. position as of Q3 2017 after selling out during the quarter.
  • Gradient Investments sold 4,820 ENVESTNET, INC. shares in Q3 2017, an estimated $191K.
  • Gradient Investments first reported a position in ENVESTNET, INC. in Q2 2017 and held it in 1 quarter.
  • Gradient Investments's ENVESTNET, INC. position peaked at $191K in Q2 2017.
  • 170 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2017.

Based on Gradient Investments's 13F filing for Q3 2017, filed 16 Oct 2017.