SS
ENV

Simplicity Solutions’s ENVESTNET, INC. ENV Stock Holding History

Simplicity Solutions’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
2016
Q1 		– Sell
-19,493
Closed -$582K – 638
2015
Q4 		$582K Buy
+19,493
New +$601K 0.07% 410

Other funds holding ENV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Simplicity Solutions's ENV Position: Q1 2016 in Review

Simplicity Solutions sold out of ENVESTNET, INC. (ENV) in Q1 2016, closing a stake of 19,493 shares — an estimated $582K sold.

Simplicity Solutions first reported a position in ENV in Q4 2015 and held it in 1 quarter. The position peaked at $582K in Q4 2015. 129 funds tracked by Wall St. Rank hold ENV as of Q1 2016.

  • Simplicity Solutions reported no remaining ENVESTNET, INC. position as of Q1 2016 after selling out during the quarter.
  • Simplicity Solutions sold 19,493 ENVESTNET, INC. shares in Q1 2016, an estimated $582K.
  • Simplicity Solutions first reported a position in ENVESTNET, INC. in Q4 2015 and held it in 1 quarter.
  • Simplicity Solutions's ENVESTNET, INC. position peaked at $582K in Q4 2015.
  • 129 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2016.

Based on Simplicity Solutions's 13F filing for Q1 2016, filed 26 Apr 2016.