LTFS
ENV

Ladenburg Thalmann Financial Services’s ENVESTNET, INC. ENV Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$67K Buy
967
+160
+20% +$10.4K ﹤0.01% 3326
2019
Q3 		$46K Buy
807
+4
+0.5% +$253 ﹤0.01% 3517
2019
Q2 		$55K Buy
803
+54
+7% +$3.71K ﹤0.01% 3399
2019
Q1 		$49K Sell
749
-112
-13% -$6.45K ﹤0.01% 3420
2018
Q4 		$42K Buy
861
+426
+98% +$22.8K ﹤0.01% 3392
2018
Q3 		$27K Buy
435
+44
+11% +$2.66K ﹤0.01% 3731
2018
Q2 		$22K Hold
391
– – ﹤0.01% 3793
2018
Q1 		$22K Buy
391
+282
+259% +$15.5K ﹤0.01% 3793
2017
Q4 		$6K Buy
109
+38
+54% +$1.97K ﹤0.01% 4490
2017
Q3 		$4K Buy
71
+44
+163% +$1.88K ﹤0.01% 4544
2017
Q2 		$1K Sell
27
-2
-7% -$72 ﹤0.01% 4851
2017
Q1 		$1K Sell
29
-78
-73% -$2.84K ﹤0.01% 4825
2016
Q4 		$4K Buy
107
+22
+26% +$789 ﹤0.01% 4389
2016
Q3 		$3K Sell
85
-655
-89% -$24.9K ﹤0.01% 4434
2016
Q2 		$25K Hold
740
– – ﹤0.01% 3214
2016
Q1 		$20K Buy
+740
New +$17.4K ﹤0.01% 3275
2015
Q3 		– Sell
-73
Closed -$3K – 4991
2015
Q2 		$3K Sell
73
-39
-35% -$1.88K ﹤0.01% 4311
2015
Q1 		$6K Hold
112
– – ﹤0.01% 3946
2014
Q4 		$6K Buy
112
+68
+155% +$3.19K ﹤0.01% 3712
2014
Q3 		$2K Sell
44
-21
-32% -$962 ﹤0.01% 3760
2014
Q2 		$3K Sell
65
-82
-56% -$3.32K ﹤0.01% 3608
2014
Q1 		$6K Hold
147
– – ﹤0.01% 3242
2013
Q4 		$6K Buy
147
+21
+17% +$766 ﹤0.01% 3232
2013
Q3 		$5K Buy
+126
New +$3.5K ﹤0.01% 3249

Other funds holding ENV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ladenburg Thalmann Financial Services's ENV Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its ENVESTNET, INC. (ENV) stake by 20% in Q4 2019, buying an estimated $10.4K and bringing the position to 967 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #3326.

Ladenburg Thalmann Financial Services first reported a position in ENV in Q3 2013 and has held it in 24 quarters since. 236 funds tracked by Wall St. Rank hold ENV as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 967 shares of ENVESTNET, INC. worth $67K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 160 ENVESTNET, INC. shares in Q4 2019, an estimated $10.4K.
  • ENVESTNET, INC. made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3326 holding.
  • Ladenburg Thalmann Financial Services first reported a position in ENVESTNET, INC. in Q3 2013 and has held it in 24 quarters since.
  • 236 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.