SSWM
ENV

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

Sheets Smith 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
-8,839
Closed -$539K – 353
2018
Q3 		$539K Buy
+8,839
New +$534K 0.11% 205

Other funds holding ENV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $3.1B AUM 12.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Sheets Smith Wealth Management's ENV Position: Q4 2018 in Review

Sheets Smith Wealth Management sold out of ENVESTNET, INC. (ENV) in Q4 2018, closing a stake of 8,839 shares — an estimated $539K sold.

Sheets Smith Wealth Management first reported a position in ENV in Q3 2018 and held it in 1 quarter. The position peaked at $539K in Q3 2018. 209 funds tracked by Wall St. Rank hold ENV as of Q4 2018.

  • Sheets Smith Wealth Management reported no remaining ENVESTNET, INC. position as of Q4 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 8,839 ENVESTNET, INC. shares in Q4 2018, an estimated $539K.
  • Sheets Smith Wealth Management first reported a position in ENVESTNET, INC. in Q3 2018 and held it in 1 quarter.
  • Sheets Smith Wealth Management's ENVESTNET, INC. position peaked at $539K in Q3 2018.
  • 209 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.