PA
ENV

Pinnacle Associates’s ENVESTNET, INC. ENV Stock Holding History

Pinnacle Associates’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
2016
Q4 		– Sell
-6,240
Closed -$227K – 670
2016
Q3 		$227K Sell
6,240
-400
-6% -$15.2K ﹤0.01% 581
2016
Q2 		$221K Buy
+6,640
New +$214K ﹤0.01% 592
2016
Q1 		– Sell
-7,190
Closed -$215K – 673
2015
Q4 		$215K Sell
7,190
-1,880
-21% -$57.9K ﹤0.01% 592
2015
Q3 		$272K Buy
9,070
+3,010
+50% +$110K 0.01% 542
2015
Q2 		$245K Buy
+6,060
New +$292K ﹤0.01% 585

Other funds holding ENV

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Pinnacle Associates's ENV Position: Q4 2016 in Review

Pinnacle Associates sold out of ENVESTNET, INC. (ENV) in Q4 2016, closing a stake of 6,240 shares — an estimated $227K sold.

Pinnacle Associates first reported a position in ENV in Q2 2015 and held it in 5 quarters. The position peaked at $272K in Q3 2015. 152 funds tracked by Wall St. Rank hold ENV as of Q4 2016.

  • Pinnacle Associates reported no remaining ENVESTNET, INC. position as of Q4 2016 after selling out during the quarter.
  • Pinnacle Associates sold 6,240 ENVESTNET, INC. shares in Q4 2016, an estimated $227K.
  • Pinnacle Associates first reported a position in ENVESTNET, INC. in Q2 2015 and held it in 5 quarters.
  • Pinnacle Associates's ENVESTNET, INC. position peaked at $272K in Q3 2015.
  • 152 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2016.

Based on Pinnacle Associates's 13F filing for Q4 2016, filed 10 Feb 2017.