JFA
ENV

JNBA Financial Advisors’s ENVESTNET, INC. ENV Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-11
Closed – – 1719
2016
Q3 		$0 Buy
+11
New +$418 ﹤0.01% 1753

Other funds holding ENV

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

JNBA Financial Advisors's ENV Position: Q4 2016 in Review

JNBA Financial Advisors sold out of ENVESTNET, INC. (ENV) in Q4 2016, closing a stake of 11 shares.

JNBA Financial Advisors first reported a position in ENV in Q3 2016 and held it in 1 quarter. The position peaked at $0 in Q3 2016. 152 funds tracked by Wall St. Rank hold ENV as of Q4 2016.

  • JNBA Financial Advisors reported no remaining ENVESTNET, INC. position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 11 ENVESTNET, INC. shares in Q4 2016.
  • JNBA Financial Advisors first reported a position in ENVESTNET, INC. in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's ENVESTNET, INC. position peaked at $0 in Q3 2016.
  • 152 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.