U
ENV

UBS’s ENVESTNET, INC. ENV Stock Holding History

UBS’s Portfolio ENV Stock Details ENV Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$118K Buy
2014
Q2 		$77K Sell
2014
Q1 		$140K Buy
2013
Q4 		$96K Buy
2013
Q3 		$33K Buy
2013
Q2 		$13K Buy