Granahan Investment Management’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-54,382
| Closed | -$3.05M | – | 248 |
|
|
2015
Q1 | $3.05M | Hold |
54,382
| – | – | 0.09% | 201 |
|
|
2014
Q4 | $2.67M | Hold |
54,382
| – | – | 0.08% | 187 |
|
|
2014
Q3 | $2.45M | Sell |
54,382
-6,900
| -11% | -$310K | 0.08% | 186 |
|
|
2014
Q2 | $3M | Sell |
61,282
-115,218
| -65% | -$5.64M | 0.09% | 184 |
|
|
2014
Q1 | $7.09M | Buy |
176,500
+89,700
| +103% | +$3.6M | 0.19% | 156 |
|
|
2013
Q4 | $3.5M | Buy |
+86,800
| New | +$3.5M | 0.09% | 183 |
|