Turner Investments’s ENVESTNET, INC. ENV Stock Holding History

Turner Investments’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	-4,500	Closed	-$230K	–	84
2017 Q3	$230K	Buy	+4,500	New	+$192K	1.04%	43
2015 Q2	–	Sell	-18,500	Closed	-$1.04M	–	478
2015 Q1	$1.04M	Buy	18,500 +1,750	+10%	+$93.4K	0.19%	151
2014 Q4	$823K	Sell	16,750 -102,070	-86%	-$4.8M	0.1%	298
2014 Q3	$5.35M	Buy	118,820 +71,320	+150%	+$3.27M	0.32%	91
2014 Q2	$2.32M	Buy	+47,500	New	+$1.92M	0.1%	256

Other funds holding ENV

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

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Turner Investments's ENV Position: Q4 2017 in Review

Turner Investments sold out of ENVESTNET, INC. (ENV) in Q4 2017, closing a stake of 4,500 shares — an estimated $230K sold.

Turner Investments first reported a position in ENV in Q2 2014 and held it in 5 quarters. The position peaked at $5.35M in Q3 2014. 198 funds tracked by Wall St. Rank hold ENV as of Q4 2017.

Turner Investments reported no remaining ENVESTNET, INC. position as of Q4 2017 after selling out during the quarter.
Turner Investments sold 4,500 ENVESTNET, INC. shares in Q4 2017, an estimated $230K.
Turner Investments first reported a position in ENVESTNET, INC. in Q2 2014 and held it in 5 quarters.
Turner Investments's ENVESTNET, INC. position peaked at $5.35M in Q3 2014.
198 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2017.

Based on Turner Investments's 13F filing for Q4 2017, filed 2 Feb 2018.