Lord, Abbett & Co
ENV

Lord, Abbett & Co’s ENVESTNET, INC. ENV Stock Holding History

Lord, Abbett & Co’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
2014
Q1 		– Sell
-625,312
Closed -$25.2M – 1165
2013
Q4 		$25.2M Buy
625,312
+436,923
+232% +$15.9M 0.06% 468
2013
Q3 		$5.84M Buy
188,389
+74,737
+66% +$2.07M 0.01% 760
2013
Q2 		$2.8M Buy
+113,652
New +$2.3M 0.01% 902

Other funds holding ENV

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Lord, Abbett & Co's ENV Position: Q1 2014 in Review

Lord, Abbett & Co sold out of ENVESTNET, INC. (ENV) in Q1 2014, closing a stake of 625,312 shares — an estimated $25.2M sold.

Lord, Abbett & Co first reported a position in ENV in Q2 2013 and held it in 3 quarters. The position peaked at $25.2M in Q4 2013. 128 funds tracked by Wall St. Rank hold ENV as of Q1 2014.

  • Lord, Abbett & Co reported no remaining ENVESTNET, INC. position as of Q1 2014 after selling out during the quarter.
  • Lord, Abbett & Co sold 625,312 ENVESTNET, INC. shares in Q1 2014, an estimated $25.2M.
  • Lord, Abbett & Co first reported a position in ENVESTNET, INC. in Q2 2013 and held it in 3 quarters.
  • Lord, Abbett & Co's ENVESTNET, INC. position peaked at $25.2M in Q4 2013.
  • 128 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2014.

Based on Lord, Abbett & Co's 13F filing for Q1 2014, filed 15 May 2014.