MSI Financial Services’s ENVESTNET, INC. ENV Stock Holding History

MSI Financial Services’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 Q4	$0	Sell	11 -265	-96%	-$9.51K	﹤0.01%	4265
2016 Q3	$10K	Hold	276	–	–	﹤0.01%	2828
2016 Q2	$9K	Hold	276	–	–	﹤0.01%	2860
2016 Q1	$8K	Buy	276 +265	+2,409%	+$6.22K	﹤0.01%	2965
2015 Q4	$0	Buy	+11	New	+$339	﹤0.01%	4182
2014 Q2	–	Sell	-200	Closed	-$8K	–	2778
2014 Q1	$8K	Hold	200	–	–	﹤0.01%	1854
2013 Q4	$8K	Buy	+200	New	+$7.29K	﹤0.01%	1812

Other funds holding ENV

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

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

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

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

DDC

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

SIMG

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

MSI Financial Services's ENV Position: Q4 2016 in Review

MSI Financial Services reduced its ENVESTNET, INC. (ENV) stake by 96% in Q4 2016, selling an estimated $9.51K and leaving 11 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #4265.

MSI Financial Services first reported a position in ENV in Q4 2013 and has held it in 7 quarters since. The position peaked at $10K in Q3 2016. 152 funds tracked by Wall St. Rank hold ENV as of Q4 2016.

MSI Financial Services held 11 shares of ENVESTNET, INC. worth $0 as of Q4 2016.
MSI Financial Services sold 265 ENVESTNET, INC. shares in Q4 2016, an estimated $9.51K.
ENVESTNET, INC. made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #4265 holding.
MSI Financial Services first reported a position in ENVESTNET, INC. in Q4 2013 and has held it in 7 quarters since.
MSI Financial Services's ENVESTNET, INC. position peaked at $10K in Q3 2016.
152 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.