GWM
ENV

Gupta Wealth Management’s ENVESTNET, INC. ENV Stock Holding History

Gupta Wealth 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
2016
Q1 		$4K Buy
+156
New +$3.66K ﹤0.01% 1009

Other funds holding ENV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $7.3B AUM 41.96% 1-Year Est. Return

Gupta Wealth Management's ENV Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in ENVESTNET, INC. (ENV) in Q1 2016: 156 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #1009 among its holdings.

129 funds tracked by Wall St. Rank hold ENV as of Q1 2016.

  • Gupta Wealth Management held 156 shares of ENVESTNET, INC. worth $4K as of Q1 2016.
  • ENVESTNET, INC. was a new Gupta Wealth Management position in Q1 2016.
  • ENVESTNET, INC. made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1009 holding.
  • 129 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.