Hanseatic Management Services’s ENVESTNET, INC. ENV Stock Holding History

Hanseatic Management Services’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 Q4	–	Sell	-22	Closed	-$1K	–	412
2018 Q3	$1K	Hold	22	–	–	﹤0.01%	372
2018 Q2	$1K	Hold	22	–	–	﹤0.01%	383
2018 Q1	$1K	Hold	22	–	–	﹤0.01%	437
2017 Q4	$1K	Buy	+22	New	+$1.14K	﹤0.01%	428
2015 Q2	–	Sell	-719	Closed	-$40K	–	473
2015 Q1	$40K	Buy	719 +43	+6%	+$2.29K	0.02%	191
2014 Q4	$33K	Buy	676 +140	+26%	+$6.58K	0.02%	188
2014 Q3	$24K	Buy	+536	New	+$24.5K	0.01%	210

Other funds holding ENV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Hanseatic Management Services's ENV Position: Q4 2018 in Review

Hanseatic Management Services sold out of ENVESTNET, INC. (ENV) in Q4 2018, closing a stake of 22 shares — an estimated $1K sold.

Hanseatic Management Services first reported a position in ENV in Q3 2014 and held it in 7 quarters. The position peaked at $40K in Q1 2015. 209 funds tracked by Wall St. Rank hold ENV as of Q4 2018.

Hanseatic Management Services reported no remaining ENVESTNET, INC. position as of Q4 2018 after selling out during the quarter.
Hanseatic Management Services sold 22 ENVESTNET, INC. shares in Q4 2018, an estimated $1K.
Hanseatic Management Services first reported a position in ENVESTNET, INC. in Q3 2014 and held it in 7 quarters.
Hanseatic Management Services's ENVESTNET, INC. position peaked at $40K in Q1 2015.
209 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2018.

Based on Hanseatic Management Services's 13F filing for Q4 2018, filed 29 Jan 2019.