PIA
ENV

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

Piedmont 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
2018
Q3 		– Sell
-767
Closed -$42K – 2996
2018
Q2 		$42K Buy
+767
New +$42.6K ﹤0.01% 1362

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Piedmont Investment Advisors's ENV Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of ENVESTNET, INC. (ENV) in Q3 2018, closing a stake of 767 shares — an estimated $42K sold.

Piedmont Investment Advisors first reported a position in ENV in Q2 2018 and held it in 1 quarter. The position peaked at $42K in Q2 2018. 215 funds tracked by Wall St. Rank hold ENV as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining ENVESTNET, INC. position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 767 ENVESTNET, INC. shares in Q3 2018, an estimated $42K.
  • Piedmont Investment Advisors first reported a position in ENVESTNET, INC. in Q2 2018 and held it in 1 quarter.
  • Piedmont Investment Advisors's ENVESTNET, INC. position peaked at $42K in Q2 2018.
  • 215 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.