Pier Capital’s ENVESTNET, INC. ENV Stock Holding History

Pier Capital’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
2013 Q4	–	Sell	-287,213	Closed	-$8.9M	–	176
2013 Q3	$8.9M	Sell	287,213 -18,269	-6%	-$507K	1.26%	11
2013 Q2	$7.51M	Buy	+305,482	New	+$6.19M	1.15%	30

Other funds holding ENV

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return

Pier Capital's ENV Position: Q4 2013 in Review

Pier Capital sold out of ENVESTNET, INC. (ENV) in Q4 2013, closing a stake of 287,213 shares — an estimated $8.9M sold.

Pier Capital first reported a position in ENV in Q2 2013 and held it in 2 quarters. The position peaked at $8.9M in Q3 2013. 115 funds tracked by Wall St. Rank hold ENV as of Q4 2013.

Pier Capital reported no remaining ENVESTNET, INC. position as of Q4 2013 after selling out during the quarter.
Pier Capital sold 287,213 ENVESTNET, INC. shares in Q4 2013, an estimated $8.9M.
Pier Capital first reported a position in ENVESTNET, INC. in Q2 2013 and held it in 2 quarters.
Pier Capital's ENVESTNET, INC. position peaked at $8.9M in Q3 2013.
115 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2013.

Based on Pier Capital's 13F filing for Q4 2013, filed 13 Feb 2014.