Koch Industries’s ENVESTNET, INC. ENV Stock Holding History

Koch Industries’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
2018 Q2	–	Sell	-9,005	Closed	-$516K	–	858
2018 Q1	$516K	Sell	9,005 -187	-2%	-$10.3K	0.05%	371
2017 Q4	$458K	Buy	+9,192	New	+$476K	0.07%	283

Other funds holding ENV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Koch Industries's ENV Position: Q2 2018 in Review

Koch Industries sold out of ENVESTNET, INC. (ENV) in Q2 2018, closing a stake of 9,005 shares — an estimated $516K sold.

Koch Industries first reported a position in ENV in Q4 2017 and held it in 2 quarters. The position peaked at $516K in Q1 2018. 213 funds tracked by Wall St. Rank hold ENV as of Q2 2018.

Koch Industries reported no remaining ENVESTNET, INC. position as of Q2 2018 after selling out during the quarter.
Koch Industries sold 9,005 ENVESTNET, INC. shares in Q2 2018, an estimated $516K.
Koch Industries first reported a position in ENVESTNET, INC. in Q4 2017 and held it in 2 quarters.
Koch Industries's ENVESTNET, INC. position peaked at $516K in Q1 2018.
213 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.