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

Secor Capital 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	-61,671	Closed	-$3.07M	–	726
2017 Q4	$3.07M	Buy	+61,671	New	+$3.19M	0.12%	142
2015 Q1	–	Sell	-9,786	Closed	-$481K	–	632
2014 Q4	$481K	Buy	9,786 +3,512	+56%	+$165K	0.2%	190
2014 Q3	$282K	Buy	+6,274	New	+$287K	0.16%	227
2014 Q1	–	Sell	-14,069	Closed	-$567K	–	477
2013 Q4	$567K	Buy	+14,069	New	+$513K	0.23%	185

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

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

Secor Capital Advisors's ENV Position: Q1 2018 in Review

Secor Capital Advisors sold out of ENVESTNET, INC. (ENV) in Q1 2018, closing a stake of 61,671 shares — an estimated $3.07M sold.

Secor Capital Advisors first reported a position in ENV in Q4 2013 and held it in 4 quarters. The position peaked at $3.07M in Q4 2017. 203 funds tracked by Wall St. Rank hold ENV as of Q1 2018.

Secor Capital Advisors reported no remaining ENVESTNET, INC. position as of Q1 2018 after selling out during the quarter.
Secor Capital Advisors sold 61,671 ENVESTNET, INC. shares in Q1 2018, an estimated $3.07M.
Secor Capital Advisors first reported a position in ENVESTNET, INC. in Q4 2013 and held it in 4 quarters.
Secor Capital Advisors's ENVESTNET, INC. position peaked at $3.07M in Q4 2017.
203 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2018.

Based on Secor Capital Advisors's 13F filing for Q1 2018, filed 15 May 2018.