OIA
ENV

OneDigital Investment Advisors’s ENVESTNET, INC. ENV Stock Holding History

OneDigital Investment 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
Q3 		– Sell
-735
Closed -$29K – 1246
2017
Q2 		$29K Buy
+735
New +$26.4K 0.01% 627

Other funds holding ENV

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

OneDigital Investment Advisors's ENV Position: Q3 2017 in Review

OneDigital Investment Advisors sold out of ENVESTNET, INC. (ENV) in Q3 2017, closing a stake of 735 shares — an estimated $29K sold.

OneDigital Investment Advisors first reported a position in ENV in Q2 2017 and held it in 1 quarter. The position peaked at $29K in Q2 2017. 170 funds tracked by Wall St. Rank hold ENV as of Q3 2017.

  • OneDigital Investment Advisors reported no remaining ENVESTNET, INC. position as of Q3 2017 after selling out during the quarter.
  • OneDigital Investment Advisors sold 735 ENVESTNET, INC. shares in Q3 2017, an estimated $29K.
  • OneDigital Investment Advisors first reported a position in ENVESTNET, INC. in Q2 2017 and held it in 1 quarter.
  • OneDigital Investment Advisors's ENVESTNET, INC. position peaked at $29K in Q2 2017.
  • 170 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2017.

Based on OneDigital Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.