UBS’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $118K | Buy |
2,617
+1,037
| +66% | +$46.8K | ﹤0.01% | 4096 |
|
|
2014
Q2 | $77K | Sell |
1,580
-1,894
| -55% | -$92.3K | ﹤0.01% | 4338 |
|
|
2014
Q1 | $140K | Buy |
3,474
+1,110
| +47% | +$44.7K | ﹤0.01% | 3954 |
|
|
2013
Q4 | $96K | Buy |
2,364
+1,300
| +122% | +$52.8K | ﹤0.01% | 4072 |
|
|
2013
Q3 | $33K | Buy |
1,064
+524
| +97% | +$16.3K | ﹤0.01% | 4724 |
|
|
2013
Q2 | $13K | Buy |
+540
| New | +$13K | ﹤0.01% | 5184 |
|