KLI
ENV

Kelman-Lazarov Inc’s ENVESTNET, INC. ENV Stock Holding History

Kelman-Lazarov Inc’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
-52
Closed -$1.83K – 294
2016
Q4 		$1.83K Hold
52
– – ﹤0.01% 285
2016
Q3 		$1.92K Hold
52
– – ﹤0.01% 337
2016
Q2 		$1.78K Hold
52
– – ﹤0.01% 332
2016
Q1 		$1K Buy
+52
New +$1.22K ﹤0.01% 350

Other funds holding ENV

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $5.22B AUM 2.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Kelman-Lazarov Inc's ENV Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of ENVESTNET, INC. (ENV) in Q1 2017, closing a stake of 52 shares — an estimated $1.83K sold.

Kelman-Lazarov Inc first reported a position in ENV in Q1 2016 and held it in 4 quarters. The position peaked at $1.92K in Q3 2016. 157 funds tracked by Wall St. Rank hold ENV as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining ENVESTNET, INC. position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 52 ENVESTNET, INC. shares in Q1 2017, an estimated $1.83K.
  • Kelman-Lazarov Inc first reported a position in ENVESTNET, INC. in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's ENVESTNET, INC. position peaked at $1.92K in Q3 2016.
  • 157 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.