QS Investors’s ENVESTNET, INC. ENV Stock Holding History

QS Investors’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 Q1	–	Sell	-10	Closed	-$1K	–	2165
2015 Q4	$1K	Buy	+10	New	+$308	﹤0.01%	2061
2015 Q1	–	Sell	-42,200	Closed	-$2.07M	–	1473
2014 Q4	$2.07M	Buy	+42,200	New	+$1.98M	0.02%	579

Other funds holding ENV

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

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

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

QS Investors's ENV Position: Q1 2016 in Review

QS Investors sold out of ENVESTNET, INC. (ENV) in Q1 2016, closing a stake of 10 shares — an estimated $1K sold.

QS Investors first reported a position in ENV in Q4 2014 and held it in 2 quarters. The position peaked at $2.07M in Q4 2014. 129 funds tracked by Wall St. Rank hold ENV as of Q1 2016.

QS Investors reported no remaining ENVESTNET, INC. position as of Q1 2016 after selling out during the quarter.
QS Investors sold 10 ENVESTNET, INC. shares in Q1 2016, an estimated $1K.
QS Investors first reported a position in ENVESTNET, INC. in Q4 2014 and held it in 2 quarters.
QS Investors's ENVESTNET, INC. position peaked at $2.07M in Q4 2014.
129 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2016.

Based on QS Investors's 13F filing for Q1 2016, filed 16 May 2016.