ICRM
ENV

Insight Capital Research & Management’s ENVESTNET, INC. ENV Stock Holding History

Insight Capital Research & 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
2014
Q2 		– Sell
-143,706
Closed -$5.77M – 169
2014
Q1 		$5.77M Sell
143,706
-5,284
-4% -$226K 1.33% 29
2013
Q4 		$6M Sell
148,990
-1,532
-1% -$55.8K 1.35% 25
2013
Q3 		$5.46M Buy
+150,522
New +$4.18M 1.32% 23

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Insight Capital Research & Management's ENV Position: Q2 2014 in Review

Insight Capital Research & Management sold out of ENVESTNET, INC. (ENV) in Q2 2014, closing a stake of 143,706 shares — an estimated $5.77M sold.

Insight Capital Research & Management first reported a position in ENV in Q3 2013 and held it in 3 quarters. The position peaked at $6M in Q4 2013. 125 funds tracked by Wall St. Rank hold ENV as of Q2 2014.

  • Insight Capital Research & Management reported no remaining ENVESTNET, INC. position as of Q2 2014 after selling out during the quarter.
  • Insight Capital Research & Management sold 143,706 ENVESTNET, INC. shares in Q2 2014, an estimated $5.77M.
  • Insight Capital Research & Management first reported a position in ENVESTNET, INC. in Q3 2013 and held it in 3 quarters.
  • Insight Capital Research & Management's ENVESTNET, INC. position peaked at $6M in Q4 2013.
  • 125 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2014.

Based on Insight Capital Research & Management's 13F filing for Q2 2014, filed 13 Aug 2014.