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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
Sell
-143,706
Closed -$5.77M 169
2014
Q1
$5.77M Sell
143,706
-5,284
-4% -$212K 1.33% 29
2013
Q4
$6M Sell
148,990
-1,532
-1% -$61.7K 1.35% 25
2013
Q3
$5.46M Buy
+150,522
New +$5.46M 1.32% 23