TCMV
ENV

Technology Crossover Management VII’s ENVESTNET, INC. ENV Stock Holding History

Technology Crossover Management VII’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
-761,902
Closed -$18.7M – 8
2013
Q2 		$18.7M Buy
+761,902
New +$15.4M 1.44% 8

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

Technology Crossover Management VII's ENV Position: Q3 2013 in Review

Technology Crossover Management VII sold out of ENVESTNET, INC. (ENV) in Q3 2013, closing a stake of 761,902 shares — an estimated $18.7M sold.

Technology Crossover Management VII first reported a position in ENV in Q2 2013 and held it in 1 quarter. The position peaked at $18.7M in Q2 2013. 99 funds tracked by Wall St. Rank hold ENV as of Q3 2013.

  • Technology Crossover Management VII reported no remaining ENVESTNET, INC. position as of Q3 2013 after selling out during the quarter.
  • Technology Crossover Management VII sold 761,902 ENVESTNET, INC. shares in Q3 2013, an estimated $18.7M.
  • Technology Crossover Management VII first reported a position in ENVESTNET, INC. in Q2 2013 and held it in 1 quarter.
  • Technology Crossover Management VII's ENVESTNET, INC. position peaked at $18.7M in Q2 2013.
  • 99 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2013.

Based on Technology Crossover Management VII's 13F filing for Q3 2013, filed 8 Nov 2013.