SEI Trust Company’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $475K | Sell |
10,545
-1,320
| -11% | -$59.5K | ﹤0.01% | 1108 |
|
|
2014
Q2 | $580K | Sell |
11,865
-17,323
| -59% | -$847K | 0.01% | 1064 |
|
|
2014
Q1 | $1.17M | Sell |
29,188
-39,872
| -58% | -$1.6M | 0.01% | 865 |
|
|
2013
Q4 | $2.78M | Sell |
69,060
-22,540
| -25% | -$908K | 0.03% | 591 |
|
|
2013
Q3 | $2.84M | Buy |
91,600
+43,400
| +90% | +$1.35M | 0.03% | 557 |
|
|
2013
Q2 | $1.19M | Buy |
+48,200
| New | +$1.19M | 0.01% | 690 |
|