MTIP
ENV

Magee Thomson Investment Partners’s ENVESTNET, INC. ENV Stock Holding History

Magee Thomson Investment Partners’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
2015
Q1 		– Sell
-3,629
Closed -$179K – 174
2014
Q4 		$179K Buy
3,629
+605
+20% +$28.4K 0.04% 66
2014
Q3 		$137K Hold
3,024
– – 0.03% 80
2014
Q2 		$149K Buy
+3,024
New +$122K 0.04% 80

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Magee Thomson Investment Partners's ENV Position: Q1 2015 in Review

Magee Thomson Investment Partners sold out of ENVESTNET, INC. (ENV) in Q1 2015, closing a stake of 3,629 shares — an estimated $179K sold.

Magee Thomson Investment Partners first reported a position in ENV in Q2 2014 and held it in 3 quarters. The position peaked at $179K in Q4 2014. 137 funds tracked by Wall St. Rank hold ENV as of Q1 2015.

  • Magee Thomson Investment Partners reported no remaining ENVESTNET, INC. position as of Q1 2015 after selling out during the quarter.
  • Magee Thomson Investment Partners sold 3,629 ENVESTNET, INC. shares in Q1 2015, an estimated $179K.
  • Magee Thomson Investment Partners first reported a position in ENVESTNET, INC. in Q2 2014 and held it in 3 quarters.
  • Magee Thomson Investment Partners's ENVESTNET, INC. position peaked at $179K in Q4 2014.
  • 137 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2015.

Based on Magee Thomson Investment Partners's 13F filing for Q1 2015, filed 4 May 2015.