MNBTD
ENV

Moody National Bank Trust Division’s ENVESTNET, INC. ENV Stock Holding History

Moody National Bank Trust Division’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
-102
Closed -$7K – 1187
2019
Q1 		$7K Hold
102
– – ﹤0.01% 758
2018
Q4 		$5K Buy
+102
New +$5.47K ﹤0.01% 898

Other funds holding ENV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Moody National Bank Trust Division's ENV Position: Q2 2019 in Review

Moody National Bank Trust Division sold out of ENVESTNET, INC. (ENV) in Q2 2019, closing a stake of 102 shares — an estimated $7K sold.

Moody National Bank Trust Division first reported a position in ENV in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 233 funds tracked by Wall St. Rank hold ENV as of Q2 2019.

  • Moody National Bank Trust Division reported no remaining ENVESTNET, INC. position as of Q2 2019 after selling out during the quarter.
  • Moody National Bank Trust Division sold 102 ENVESTNET, INC. shares in Q2 2019, an estimated $7K.
  • Moody National Bank Trust Division first reported a position in ENVESTNET, INC. in Q4 2018 and held it in 2 quarters.
  • Moody National Bank Trust Division's ENVESTNET, INC. position peaked at $7K in Q1 2019.
  • 233 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2019.

Based on Moody National Bank Trust Division's 13F filing for Q2 2019, filed 22 Jul 2019.