LWM
ENV

Lenox Wealth Management’s ENVESTNET, INC. ENV Stock Holding History

Lenox Wealth Management’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
Q2 		– Sell
-32
Closed -$1K – 256
2016
Q1 		$1K Hold
32
– – ﹤0.01% 239
2015
Q4 		$1K Buy
+32
New +$986 ﹤0.01% 245

Other funds holding ENV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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 $7.3B AUM 41.96% 1-Year Est. Return

Lenox Wealth Management's ENV Position: Q2 2016 in Review

Lenox Wealth Management sold out of ENVESTNET, INC. (ENV) in Q2 2016, closing a stake of 32 shares — an estimated $1K sold.

Lenox Wealth Management first reported a position in ENV in Q4 2015 and held it in 2 quarters. The position peaked at $1K in Q1 2016. 135 funds tracked by Wall St. Rank hold ENV as of Q2 2016.

  • Lenox Wealth Management reported no remaining ENVESTNET, INC. position as of Q2 2016 after selling out during the quarter.
  • Lenox Wealth Management sold 32 ENVESTNET, INC. shares in Q2 2016, an estimated $1K.
  • Lenox Wealth Management first reported a position in ENVESTNET, INC. in Q4 2015 and held it in 2 quarters.
  • Lenox Wealth Management's ENVESTNET, INC. position peaked at $1K in Q1 2016.
  • 135 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2016.

Based on Lenox Wealth Management's 13F filing for Q2 2016, filed 15 Aug 2016.