Marsico Capital Management’s ENVESTNET, INC. ENV Stock Holding History

Marsico Capital 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 Q1	–	Sell	-55,167	Closed	-$1.65M	–	102
2015 Q4	$1.65M	Sell	55,167 -31,269	-36%	-$963K	0.03%	80
2015 Q3	$2.59M	Buy	+86,436	New	+$3.17M	0.03%	88

Other funds holding ENV

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

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

DDC

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Marsico Capital Management's ENV Position: Q1 2016 in Review

Marsico Capital Management sold out of ENVESTNET, INC. (ENV) in Q1 2016, closing a stake of 55,167 shares — an estimated $1.65M sold.

Marsico Capital Management first reported a position in ENV in Q3 2015 and held it in 2 quarters. The position peaked at $2.59M in Q3 2015. 129 funds tracked by Wall St. Rank hold ENV as of Q1 2016.

Marsico Capital Management reported no remaining ENVESTNET, INC. position as of Q1 2016 after selling out during the quarter.
Marsico Capital Management sold 55,167 ENVESTNET, INC. shares in Q1 2016, an estimated $1.65M.
Marsico Capital Management first reported a position in ENVESTNET, INC. in Q3 2015 and held it in 2 quarters.
Marsico Capital Management's ENVESTNET, INC. position peaked at $2.59M in Q3 2015.
129 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2016.

Based on Marsico Capital Management's 13F filing for Q1 2016, filed 13 May 2016.