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

McKinley 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
2019 Q2	–	Sell	-989	Closed	-$65K	–	308
2019 Q1	$65K	Hold	989	–	–	﹤0.01%	210
2018 Q4	$49K	Sell	989 -1,117	-53%	-$59.9K	﹤0.01%	232
2018 Q3	$128K	Sell	2,106 -172	-8%	-$10.4K	0.01%	240
2018 Q2	$125K	Buy	2,278 +194	+9%	+$10.8K	0.01%	252
2018 Q1	$119K	Buy	+2,084	New	+$115K	0.01%	252
2017 Q2	–	Sell	-530	Closed	-$17K	–	640
2017 Q1	$17K	Sell	530 -830	-61%	-$30.2K	﹤0.01%	445
2016 Q4	$48K	Buy	+1,360	New	+$48.8K	﹤0.01%	419

Other funds holding ENV

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

McKinley Capital Management's ENV Position: Q2 2019 in Review

McKinley Capital Management sold out of ENVESTNET, INC. (ENV) in Q2 2019, closing a stake of 989 shares — an estimated $65K sold.

McKinley Capital Management first reported a position in ENV in Q4 2016 and held it in 7 quarters. The position peaked at $128K in Q3 2018. 233 funds tracked by Wall St. Rank hold ENV as of Q2 2019.

McKinley Capital Management reported no remaining ENVESTNET, INC. position as of Q2 2019 after selling out during the quarter.
McKinley Capital Management sold 989 ENVESTNET, INC. shares in Q2 2019, an estimated $65K.
McKinley Capital Management first reported a position in ENVESTNET, INC. in Q4 2016 and held it in 7 quarters.
McKinley Capital Management's ENVESTNET, INC. position peaked at $128K in Q3 2018.
233 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2019.

Based on McKinley Capital Management's 13F filing for Q2 2019, filed 7 Aug 2019.