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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-400
Closed -$14K – 957
2016
Q4 		$14K Buy
400
+60
+18% +$2.15K ﹤0.01% 677
2016
Q3 		$12K Sell
340
-85
-20% -$3.23K ﹤0.01% 662
2016
Q2 		$14K Hold
425
– – ﹤0.01% 674
2016
Q1 		$12K Buy
+425
New +$9.97K ﹤0.01% 707

Other funds holding ENV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Independent Portfolio Consultants's ENV Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of ENVESTNET, INC. (ENV) in Q1 2017, closing a stake of 400 shares — an estimated $14K sold.

Independent Portfolio Consultants first reported a position in ENV in Q1 2016 and held it in 4 quarters. The position peaked at $14K in Q4 2016. 157 funds tracked by Wall St. Rank hold ENV as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining ENVESTNET, INC. position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 400 ENVESTNET, INC. shares in Q1 2017, an estimated $14K.
  • Independent Portfolio Consultants first reported a position in ENVESTNET, INC. in Q1 2016 and held it in 4 quarters.
  • Independent Portfolio Consultants's ENVESTNET, INC. position peaked at $14K in Q4 2016.
  • 157 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.