PFPT
ENV

Pinnacle Financial Partners (Tennessee)’s ENVESTNET, INC. ENV Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2015
Q2 		– Sell
-3,770
Closed -$211K – 246
2015
Q1 		$211K Buy
+3,770
New +$201K 0.07% 204

Other funds holding ENV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s ENV Position: Q2 2015 in Review

Pinnacle Financial Partners (Tennessee) sold out of ENVESTNET, INC. (ENV) in Q2 2015, closing a stake of 3,770 shares — an estimated $211K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in ENV in Q1 2015 and held it in 1 quarter. The position peaked at $211K in Q1 2015. 144 funds tracked by Wall St. Rank hold ENV as of Q2 2015.

  • Pinnacle Financial Partners (Tennessee) reported no remaining ENVESTNET, INC. position as of Q2 2015 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 3,770 ENVESTNET, INC. shares in Q2 2015, an estimated $211K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in ENVESTNET, INC. in Q1 2015 and held it in 1 quarter.
  • Pinnacle Financial Partners (Tennessee)'s ENVESTNET, INC. position peaked at $211K in Q1 2015.
  • 144 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2015.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2015, filed 28 Aug 2015.