Ruggie Capital Group’s ENVESTNET, INC. ENV Stock Holding History

Ruggie Capital Group’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
2019 Q3	–	Sell	-35	Closed	-$2K	–	320
2019 Q2	$2K	Buy	+35	New	+$2.4K	﹤0.01%	247

Other funds holding ENV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Ruggie Capital Group's ENV Position: Q3 2019 in Review

Ruggie Capital Group sold out of ENVESTNET, INC. (ENV) in Q3 2019, closing a stake of 35 shares — an estimated $2K sold.

Ruggie Capital Group first reported a position in ENV in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 224 funds tracked by Wall St. Rank hold ENV as of Q3 2019.

Ruggie Capital Group reported no remaining ENVESTNET, INC. position as of Q3 2019 after selling out during the quarter.
Ruggie Capital Group sold 35 ENVESTNET, INC. shares in Q3 2019, an estimated $2K.
Ruggie Capital Group first reported a position in ENVESTNET, INC. in Q2 2019 and held it in 1 quarter.
Ruggie Capital Group's ENVESTNET, INC. position peaked at $2K in Q2 2019.
224 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2019.

Based on Ruggie Capital Group's 13F filing for Q3 2019, filed 6 Nov 2019.