RBC
ENV

Roble Belko & Company’s ENVESTNET, INC. ENV Stock Holding History

Roble Belko & Company’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
2017
Q2 		– Sell
-262
Closed -$8K – 376
2017
Q1 		$8K Hold
262
– – ﹤0.01% 230
2016
Q4 		$9K Buy
+262
New +$9.4K ﹤0.01% 219

Other funds holding ENV

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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 $3.08B AUM 12.07% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Roble Belko & Company's ENV Position: Q2 2017 in Review

Roble Belko & Company sold out of ENVESTNET, INC. (ENV) in Q2 2017, closing a stake of 262 shares — an estimated $8K sold.

Roble Belko & Company first reported a position in ENV in Q4 2016 and held it in 2 quarters. The position peaked at $9K in Q4 2016. 145 funds tracked by Wall St. Rank hold ENV as of Q2 2017.

  • Roble Belko & Company reported no remaining ENVESTNET, INC. position as of Q2 2017 after selling out during the quarter.
  • Roble Belko & Company sold 262 ENVESTNET, INC. shares in Q2 2017, an estimated $8K.
  • Roble Belko & Company first reported a position in ENVESTNET, INC. in Q4 2016 and held it in 2 quarters.
  • Roble Belko & Company's ENVESTNET, INC. position peaked at $9K in Q4 2016.
  • 145 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2017.

Based on Roble Belko & Company's 13F filing for Q2 2017, filed 11 Aug 2017.