OMC
ENV

Oasis Management Company’s ENVESTNET, INC. ENV Stock Holding History

Oasis Management Company’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
Q1 		– Sell
-378,035
Closed -$13.3M – 39
2016
Q4 		$13.3M Buy
+378,035
New +$13.6M 6.78% 5

Other funds holding ENV

Wells Fargo
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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

Oasis Management Company's ENV Position: Q1 2017 in Review

Oasis Management Company sold out of ENVESTNET, INC. (ENV) in Q1 2017, closing a stake of 378,035 shares — an estimated $13.3M sold.

Oasis Management Company first reported a position in ENV in Q4 2016 and held it in 1 quarter. The position peaked at $13.3M in Q4 2016. 157 funds tracked by Wall St. Rank hold ENV as of Q1 2017.

  • Oasis Management Company reported no remaining ENVESTNET, INC. position as of Q1 2017 after selling out during the quarter.
  • Oasis Management Company sold 378,035 ENVESTNET, INC. shares in Q1 2017, an estimated $13.3M.
  • Oasis Management Company first reported a position in ENVESTNET, INC. in Q4 2016 and held it in 1 quarter.
  • Oasis Management Company's ENVESTNET, INC. position peaked at $13.3M in Q4 2016.
  • 157 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2017.

Based on Oasis Management Company's 13F filing for Q1 2017, filed 15 May 2017.