SIM
ENV

Spark Investment Management’s ENVESTNET, INC. ENV Stock Holding History

Spark Investment 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
2013
Q3 		– Sell
-11,900
Closed -$292K – 655
2013
Q2 		$292K Buy
+11,900
New +$241K 0.08% 300

Other funds holding ENV

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Spark Investment Management's ENV Position: Q3 2013 in Review

Spark Investment Management sold out of ENVESTNET, INC. (ENV) in Q3 2013, closing a stake of 11,900 shares — an estimated $292K sold.

Spark Investment Management first reported a position in ENV in Q2 2013 and held it in 1 quarter. The position peaked at $292K in Q2 2013. 99 funds tracked by Wall St. Rank hold ENV as of Q3 2013.

  • Spark Investment Management reported no remaining ENVESTNET, INC. position as of Q3 2013 after selling out during the quarter.
  • Spark Investment Management sold 11,900 ENVESTNET, INC. shares in Q3 2013, an estimated $292K.
  • Spark Investment Management first reported a position in ENVESTNET, INC. in Q2 2013 and held it in 1 quarter.
  • Spark Investment Management's ENVESTNET, INC. position peaked at $292K in Q2 2013.
  • 99 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2013.

Based on Spark Investment Management's 13F filing for Q3 2013, filed 13 Nov 2013.