SeaCrest Wealth Management’s ENVESTNET, INC. ENV Stock Holding History

SeaCrest Wealth Management’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 Q4	–	Sell	-206	Closed	-$13K	–	2436
2018 Q3	$13K	Buy	206 +55	+36%	+$3.33K	﹤0.01%	1562
2018 Q2	$8K	Hold	151	–	–	﹤0.01%	1704
2018 Q1	$9K	Buy	151 +34	+29%	+$1.87K	﹤0.01%	1639
2017 Q4	$6K	Buy	+117	New	+$6.06K	﹤0.01%	1783

Other funds holding ENV

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

DDC

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

SeaCrest Wealth Management's ENV Position: Q4 2018 in Review

SeaCrest Wealth Management sold out of ENVESTNET, INC. (ENV) in Q4 2018, closing a stake of 206 shares — an estimated $13K sold.

SeaCrest Wealth Management first reported a position in ENV in Q4 2017 and held it in 4 quarters. The position peaked at $13K in Q3 2018. 209 funds tracked by Wall St. Rank hold ENV as of Q4 2018.

SeaCrest Wealth Management reported no remaining ENVESTNET, INC. position as of Q4 2018 after selling out during the quarter.
SeaCrest Wealth Management sold 206 ENVESTNET, INC. shares in Q4 2018, an estimated $13K.
SeaCrest Wealth Management first reported a position in ENVESTNET, INC. in Q4 2017 and held it in 4 quarters.
SeaCrest Wealth Management's ENVESTNET, INC. position peaked at $13K in Q3 2018.
209 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2018.

Based on SeaCrest Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.