NFA
ENV

Nationwide Fund Advisors’s ENVESTNET, INC. ENV Stock Holding History

Nationwide Fund Advisors’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
2017
Q4 		– Sell
-397,559
Closed -$20.3M – 3173
2017
Q3 		$20.3M Buy
397,559
+124,733
+46% +$5.33M 0.08% 313
2017
Q2 		$10.8M Sell
272,826
-8,192
-3% -$295K 0.04% 605
2017
Q1 		$9.08M Buy
281,018
+49,532
+21% +$1.8M 0.04% 694
2016
Q4 		$8.16M Buy
231,486
+8,941
+4% +$321K 0.03% 746
2016
Q3 		$8.11M Buy
222,545
+23,865
+12% +$906K 0.03% 730
2016
Q2 		$6.62M Buy
198,680
+6,339
+3% +$205K 0.03% 803
2016
Q1 		$5.25M Buy
192,341
+20,972
+12% +$492K 0.02% 905
2015
Q4 		$5.12M Buy
171,369
+38,824
+29% +$1.2M 0.02% 901
2015
Q3 		$3.97M Buy
132,545
+40,559
+44% +$1.49M 0.02% 1031
2015
Q2 		$3.72M Sell
91,986
-30,472
-25% -$1.47M 0.02% 1119
2015
Q1 		$6.87M Sell
122,458
-8,909
-7% -$475K 0.03% 815
2014
Q4 		$6.46M Sell
131,367
-22,016
-14% -$1.03M 0.03% 797
2014
Q3 		$6.9M Buy
153,383
+9,024
+6% +$413K 0.03% 778
2014
Q2 		$7.06M Buy
144,359
+10,991
+8% +$445K 0.03% 779
2014
Q1 		$5.36M Buy
133,368
+22,408
+20% +$960K 0.02% 840
2013
Q4 		$4.47M Buy
110,960
+51,299
+86% +$1.87M 0.02% 1011
2013
Q3 		$1.85M Buy
59,661
+43,271
+264% +$1.2M 0.01% 1474
2013
Q2 		$403K Buy
+16,390
New +$332K ﹤0.01% 2117

Other funds holding ENV

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Nationwide Fund Advisors's ENV Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of ENVESTNET, INC. (ENV) in Q4 2017, closing a stake of 397,559 shares — an estimated $20.3M sold.

Nationwide Fund Advisors first reported a position in ENV in Q2 2013 and held it in 18 quarters. The position peaked at $20.3M in Q3 2017. 198 funds tracked by Wall St. Rank hold ENV as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining ENVESTNET, INC. position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 397,559 ENVESTNET, INC. shares in Q4 2017, an estimated $20.3M.
  • Nationwide Fund Advisors first reported a position in ENVESTNET, INC. in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's ENVESTNET, INC. position peaked at $20.3M in Q3 2017.
  • 198 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.