SPM
ENV

Symmetry Peak Management’s ENVESTNET, INC. ENV Stock Holding History

Symmetry Peak 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
2017
Q4 		– Sell
-8,000
Closed -$408K – 197
2017
Q3 		$408K Buy
+8,000
New +$342K 0.05% 133

Other funds holding ENV

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Symmetry Peak Management's ENV Position: Q4 2017 in Review

Symmetry Peak Management sold out of ENVESTNET, INC. (ENV) in Q4 2017, closing a stake of 8,000 shares — an estimated $408K sold.

Symmetry Peak Management first reported a position in ENV in Q3 2017 and held it in 1 quarter. The position peaked at $408K in Q3 2017. 198 funds tracked by Wall St. Rank hold ENV as of Q4 2017.

  • Symmetry Peak Management reported no remaining ENVESTNET, INC. position as of Q4 2017 after selling out during the quarter.
  • Symmetry Peak Management sold 8,000 ENVESTNET, INC. shares in Q4 2017, an estimated $408K.
  • Symmetry Peak Management first reported a position in ENVESTNET, INC. in Q3 2017 and held it in 1 quarter.
  • Symmetry Peak Management's ENVESTNET, INC. position peaked at $408K in Q3 2017.
  • 198 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2017.

Based on Symmetry Peak Management's 13F filing for Q4 2017, filed 15 Feb 2018.