Ontario Teachers' Pension Plan Board’s ENVESTNET, INC. ENV Stock Holding History

Ontario Teachers' Pension Plan Board’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
2019 Q4	–	Sell	-13,926	Closed	-$790K	–	655
2019 Q3	$790K	Buy	+13,926	New	+$879K	0.01%	420
2018 Q4	–	Sell	-11,325	Closed	-$690K	–	696
2018 Q3	$690K	Buy	+11,325	New	+$685K	0.01%	466

Other funds holding ENV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Ontario Teachers' Pension Plan Board's ENV Position: Q4 2019 in Review

Ontario Teachers' Pension Plan Board sold out of ENVESTNET, INC. (ENV) in Q4 2019, closing a stake of 13,926 shares — an estimated $790K sold.

Ontario Teachers' Pension Plan Board first reported a position in ENV in Q3 2018 and held it in 2 quarters. The position peaked at $790K in Q3 2019. 236 funds tracked by Wall St. Rank hold ENV as of Q4 2019.

Ontario Teachers' Pension Plan Board reported no remaining ENVESTNET, INC. position as of Q4 2019 after selling out during the quarter.
Ontario Teachers' Pension Plan Board sold 13,926 ENVESTNET, INC. shares in Q4 2019, an estimated $790K.
Ontario Teachers' Pension Plan Board first reported a position in ENVESTNET, INC. in Q3 2018 and held it in 2 quarters.
Ontario Teachers' Pension Plan Board's ENVESTNET, INC. position peaked at $790K in Q3 2019.
236 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2019.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q4 2019, filed 7 Feb 2020.