Pinnacle Associates’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-6,240
| Closed | -$227K | – | 670 |
|
|
2016
Q3 | $227K | Sell |
6,240
-400
| -6% | -$14.6K | ﹤0.01% | 581 |
|
|
2016
Q2 | $221K | Buy |
+6,640
| New | +$221K | ﹤0.01% | 592 |
|
|
2016
Q1 | – | Sell |
-7,190
| Closed | -$215K | – | 673 |
|
|
2015
Q4 | $215K | Sell |
7,190
-1,880
| -21% | -$56.2K | ﹤0.01% | 592 |
|
|
2015
Q3 | $272K | Buy |
9,070
+3,010
| +50% | +$90.3K | 0.01% | 542 |
|
|
2015
Q2 | $245K | Buy |
+6,060
| New | +$245K | ﹤0.01% | 585 |
|