GIM
ENV

Granahan Investment Management’s ENVESTNET, INC. ENV Stock Holding History

Granahan 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
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% -$316K 0.08% 186
2014
Q2 		$3M Sell
61,282
-115,218
-65% -$4.66M 0.09% 184
2014
Q1 		$7.09M Buy
176,500
+89,700
+103% +$3.84M 0.19% 156
2013
Q4 		$3.5M Buy
+86,800
New +$3.16M 0.09% 183

Other funds holding ENV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Granahan Investment Management's ENV Position: Q2 2015 in Review

Granahan Investment Management sold out of ENVESTNET, INC. (ENV) in Q2 2015, closing a stake of 54,382 shares — an estimated $3.05M sold.

Granahan Investment Management first reported a position in ENV in Q4 2013 and held it in 6 quarters. The position peaked at $7.09M in Q1 2014. 144 funds tracked by Wall St. Rank hold ENV as of Q2 2015.

  • Granahan Investment Management reported no remaining ENVESTNET, INC. position as of Q2 2015 after selling out during the quarter.
  • Granahan Investment Management sold 54,382 ENVESTNET, INC. shares in Q2 2015, an estimated $3.05M.
  • Granahan Investment Management first reported a position in ENVESTNET, INC. in Q4 2013 and held it in 6 quarters.
  • Granahan Investment Management's ENVESTNET, INC. position peaked at $7.09M in Q1 2014.
  • 144 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2015.

Based on Granahan Investment Management's 13F filing for Q2 2015, filed 12 Aug 2015.