SFU
ENV

Stonehage Fleming (UK)’s ENVESTNET, INC. ENV Stock Holding History

Stonehage Fleming (UK)’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
2015
Q1 		– Sell
-482
Closed -$24K – 321
2014
Q4 		$24K Buy
482
+204
+73% +$9.59K 0.01% 245
2014
Q3 		$13K Buy
+278
New +$12.7K 0.01% 288

Other funds holding ENV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Stonehage Fleming (UK)'s ENV Position: Q1 2015 in Review

Stonehage Fleming (UK) sold out of ENVESTNET, INC. (ENV) in Q1 2015, closing a stake of 482 shares — an estimated $24K sold.

Stonehage Fleming (UK) first reported a position in ENV in Q3 2014 and held it in 2 quarters. The position peaked at $24K in Q4 2014. 137 funds tracked by Wall St. Rank hold ENV as of Q1 2015.

  • Stonehage Fleming (UK) reported no remaining ENVESTNET, INC. position as of Q1 2015 after selling out during the quarter.
  • Stonehage Fleming (UK) sold 482 ENVESTNET, INC. shares in Q1 2015, an estimated $24K.
  • Stonehage Fleming (UK) first reported a position in ENVESTNET, INC. in Q3 2014 and held it in 2 quarters.
  • Stonehage Fleming (UK)'s ENVESTNET, INC. position peaked at $24K in Q4 2014.
  • 137 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2015.

Based on Stonehage Fleming (UK)'s 13F filing for Q1 2015, filed 11 Oct 2019.