IPC
ENV

Independent Portfolio Consultants’s ENVESTNET, INC. ENV Stock Holding History

Independent Portfolio Consultants’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-400
Closed -$14K – 957
2016
Q4 		$14K Buy
400
+60
+18% +$2.1K ﹤0.01% 677
2016
Q3 		$12K Sell
340
-85
-20% -$3K ﹤0.01% 662
2016
Q2 		$14K Hold
425
– – ﹤0.01% 674
2016
Q1 		$12K Buy
+425
New +$12K ﹤0.01% 707