KA
ENV

Kerrisdale Advisers’s ENVESTNET, INC. ENV Stock Holding History

Kerrisdale Advisers’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
Q1 		– Sell
-23,072
Closed -$689K – 64
2015
Q4 		$689K Buy
+23,072
New +$711K 0.18% 39

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
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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Kerrisdale Advisers's ENV Position: Q1 2016 in Review

Kerrisdale Advisers sold out of ENVESTNET, INC. (ENV) in Q1 2016, closing a stake of 23,072 shares — an estimated $689K sold.

Kerrisdale Advisers first reported a position in ENV in Q4 2015 and held it in 1 quarter. The position peaked at $689K in Q4 2015. 129 funds tracked by Wall St. Rank hold ENV as of Q1 2016.

  • Kerrisdale Advisers reported no remaining ENVESTNET, INC. position as of Q1 2016 after selling out during the quarter.
  • Kerrisdale Advisers sold 23,072 ENVESTNET, INC. shares in Q1 2016, an estimated $689K.
  • Kerrisdale Advisers first reported a position in ENVESTNET, INC. in Q4 2015 and held it in 1 quarter.
  • Kerrisdale Advisers's ENVESTNET, INC. position peaked at $689K in Q4 2015.
  • 129 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2016.

Based on Kerrisdale Advisers's 13F filing for Q1 2016, filed 13 May 2016.