PCA
ENV

Personal Capital Advisors’s ENVESTNET, INC. ENV Stock Holding History

Personal Capital 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
Q4 		– Sell
-3,973
Closed -$203K – 263
2017
Q3 		$203K Buy
+3,973
New +$170K ﹤0.01% 222

Other funds holding ENV

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $7.3B AUM 41.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Personal Capital Advisors's ENV Position: Q4 2017 in Review

Personal Capital Advisors sold out of ENVESTNET, INC. (ENV) in Q4 2017, closing a stake of 3,973 shares — an estimated $203K sold.

Personal Capital Advisors first reported a position in ENV in Q3 2017 and held it in 1 quarter. The position peaked at $203K in Q3 2017. 198 funds tracked by Wall St. Rank hold ENV as of Q4 2017.

  • Personal Capital Advisors reported no remaining ENVESTNET, INC. position as of Q4 2017 after selling out during the quarter.
  • Personal Capital Advisors sold 3,973 ENVESTNET, INC. shares in Q4 2017, an estimated $203K.
  • Personal Capital Advisors first reported a position in ENVESTNET, INC. in Q3 2017 and held it in 1 quarter.
  • Personal Capital Advisors's ENVESTNET, INC. position peaked at $203K in Q3 2017.
  • 198 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2017.

Based on Personal Capital Advisors's 13F filing for Q4 2017, filed 19 Jan 2018.