NCCM
ENV

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

Nine Chapters 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
2015
Q1 		– Sell
-35,100
Closed -$1.73M – 1304
2014
Q4 		$1.73M Buy
+35,100
New +$1.65M 0.15% 189

Other funds holding ENV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Nine Chapters Capital Management's ENV Position: Q1 2015 in Review

Nine Chapters Capital Management sold out of ENVESTNET, INC. (ENV) in Q1 2015, closing a stake of 35,100 shares — an estimated $1.73M sold.

Nine Chapters Capital Management first reported a position in ENV in Q4 2014 and held it in 1 quarter. The position peaked at $1.73M in Q4 2014. 137 funds tracked by Wall St. Rank hold ENV as of Q1 2015.

  • Nine Chapters Capital Management reported no remaining ENVESTNET, INC. position as of Q1 2015 after selling out during the quarter.
  • Nine Chapters Capital Management sold 35,100 ENVESTNET, INC. shares in Q1 2015, an estimated $1.73M.
  • Nine Chapters Capital Management first reported a position in ENVESTNET, INC. in Q4 2014 and held it in 1 quarter.
  • Nine Chapters Capital Management's ENVESTNET, INC. position peaked at $1.73M in Q4 2014.
  • 137 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2015.

Based on Nine Chapters Capital Management's 13F filing for Q1 2015, filed 15 May 2015.