Suntrust Banks’s ENVESTNET, INC. ENV Stock Holding History

Suntrust Banks’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
2019 Q3	$2.7M	Buy	47,600 +9,947	+26%	+$628K	0.01%	506
2019 Q2	$2.58M	Buy	+37,653	New	+$2.59M	0.01%	519
2017 Q1	–	Sell	-11,227	Closed	-$395K	–	1647
2016 Q4	$395K	Sell	11,227 -29	-0.3%	-$1.04K	﹤0.01%	1107
2016 Q3	$409K	Sell	11,256 -586	-5%	-$22.2K	﹤0.01%	1045
2016 Q2	$394K	Sell	11,842 -5,418	-31%	-$175K	﹤0.01%	1046
2016 Q1	$468K	Buy	17,260 +7,860	+84%	+$184K	﹤0.01%	959
2015 Q4	$280K	Buy	+9,400	New	+$290K	﹤0.01%	1172

Other funds holding ENV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Suntrust Banks's ENV Position: Q3 2019 in Review

Suntrust Banks increased its ENVESTNET, INC. (ENV) stake by 26% in Q3 2019, buying an estimated $628K and bringing the position to 47,600 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #506.

Suntrust Banks first reported a position in ENV in Q4 2015 and has held it in 7 quarters since. 224 funds tracked by Wall St. Rank hold ENV as of Q3 2019.

Suntrust Banks held 47,600 shares of ENVESTNET, INC. worth $2.7M as of Q3 2019.
Suntrust Banks bought 9,947 ENVESTNET, INC. shares in Q3 2019, an estimated $628K.
ENVESTNET, INC. made up 0.01% of Suntrust Banks's portfolio in Q3 2019, its #506 holding.
Suntrust Banks first reported a position in ENVESTNET, INC. in Q4 2015 and has held it in 7 quarters since.
224 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2019.

Based on Suntrust Banks's 13F filing for Q3 2019, filed 12 Nov 2019.