PCM
ENV

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

Penserra 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
2019
Q1 		– Sell
-688
Closed -$33K – 834
2018
Q4 		$33K Buy
688
+8
+1% +$429 ﹤0.01% 515
2018
Q3 		$41K Sell
680
-202
-23% -$12.2K ﹤0.01% 606
2018
Q2 		$48K Buy
882
+106
+14% +$5.89K ﹤0.01% 482
2018
Q1 		$44K Buy
776
+291
+60% +$16K ﹤0.01% 380
2017
Q4 		$24K Buy
485
+218
+82% +$11.3K ﹤0.01% 366
2017
Q3 		$13K Sell
267
-47
-15% -$2.01K ﹤0.01% 409
2017
Q2 		$12K Buy
+314
New +$11.3K ﹤0.01% 403

Other funds holding ENV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Penserra Capital Management's ENV Position: Q1 2019 in Review

Penserra Capital Management sold out of ENVESTNET, INC. (ENV) in Q1 2019, closing a stake of 688 shares — an estimated $33K sold.

Penserra Capital Management first reported a position in ENV in Q2 2017 and held it in 7 quarters. The position peaked at $48K in Q2 2018. 228 funds tracked by Wall St. Rank hold ENV as of Q1 2019.

  • Penserra Capital Management reported no remaining ENVESTNET, INC. position as of Q1 2019 after selling out during the quarter.
  • Penserra Capital Management sold 688 ENVESTNET, INC. shares in Q1 2019, an estimated $33K.
  • Penserra Capital Management first reported a position in ENVESTNET, INC. in Q2 2017 and held it in 7 quarters.
  • Penserra Capital Management's ENVESTNET, INC. position peaked at $48K in Q2 2018.
  • 228 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2019.

Based on Penserra Capital Management's 13F filing for Q1 2019, filed 8 May 2019.