MUFG Americas’s ENVESTNET, INC. ENV Stock Holding History

MUFG Americas’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
2013 Q3	–	Sell	-13,500	Closed	-$332K	–	1734
2013 Q2	$332K	Buy	+13,500	New	+$274K	0.01%	763

Other funds holding ENV

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

MUFG Americas's ENV Position: Q3 2013 in Review

MUFG Americas sold out of ENVESTNET, INC. (ENV) in Q3 2013, closing a stake of 13,500 shares — an estimated $332K sold.

MUFG Americas first reported a position in ENV in Q2 2013 and held it in 1 quarter. The position peaked at $332K in Q2 2013. 99 funds tracked by Wall St. Rank hold ENV as of Q3 2013.

MUFG Americas reported no remaining ENVESTNET, INC. position as of Q3 2013 after selling out during the quarter.
MUFG Americas sold 13,500 ENVESTNET, INC. shares in Q3 2013, an estimated $332K.
MUFG Americas first reported a position in ENVESTNET, INC. in Q2 2013 and held it in 1 quarter.
MUFG Americas's ENVESTNET, INC. position peaked at $332K in Q2 2013.
99 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2013.

Based on MUFG Americas's 13F filing for Q3 2013, filed 8 Nov 2013.