PCIA
ENV

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

Prime Capital 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
Q1 		– Sell
-75
Closed -$4K – 293
2017
Q4 		$4K Buy
+75
New +$3.88K ﹤0.01% 223

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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Prime Capital Investment Advisors's ENV Position: Q1 2018 in Review

Prime Capital Investment Advisors sold out of ENVESTNET, INC. (ENV) in Q1 2018, closing a stake of 75 shares — an estimated $4K sold.

Prime Capital Investment Advisors first reported a position in ENV in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 203 funds tracked by Wall St. Rank hold ENV as of Q1 2018.

  • Prime Capital Investment Advisors reported no remaining ENVESTNET, INC. position as of Q1 2018 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 75 ENVESTNET, INC. shares in Q1 2018, an estimated $4K.
  • Prime Capital Investment Advisors first reported a position in ENVESTNET, INC. in Q4 2017 and held it in 1 quarter.
  • Prime Capital Investment Advisors's ENVESTNET, INC. position peaked at $4K in Q4 2017.
  • 203 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2018.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2018, filed 1 May 2018.