Wealthspire Advisors (Maryland)’s ENVESTNET, INC. ENV Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-396	Closed	-$26K	–	2534
2019 Q1	$26K	Hold	396	–	–	﹤0.01%	1181
2018 Q4	$19K	Hold	396	–	–	﹤0.01%	1234
2018 Q3	$24K	Buy	396 +51	+15%	+$3.08K	﹤0.01%	1243
2018 Q2	$19K	Buy	345 +85	+33%	+$4.72K	﹤0.01%	1343
2018 Q1	$15K	Hold	260	–	–	﹤0.01%	1422
2017 Q4	$13K	Hold	260	–	–	﹤0.01%	1506
2017 Q3	$13K	Buy	260 +15	+6%	+$641	﹤0.01%	1493
2017 Q2	$10K	Hold	245	–	–	﹤0.01%	1558
2017 Q1	$8K	Hold	245	–	–	﹤0.01%	1432
2016 Q4	$9K	Sell	245 -185	-43%	-$6.64K	﹤0.01%	1277
2016 Q3	$16K	Hold	430	–	–	﹤0.01%	1129
2016 Q2	$14K	Buy	430 +10	+2%	+$323	﹤0.01%	1125
2016 Q1	$11K	Hold	420	–	–	﹤0.01%	1176
2015 Q4	$13K	Buy	+420	New	+$12.9K	﹤0.01%	1131

Other funds holding ENV

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ENV Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of ENVESTNET, INC. (ENV) in Q2 2019, closing a stake of 396 shares — an estimated $26K sold.

Wealthspire Advisors (Maryland) first reported a position in ENV in Q4 2015 and held it in 14 quarters. The position peaked at $26K in Q1 2019. 233 funds tracked by Wall St. Rank hold ENV as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining ENVESTNET, INC. position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 396 ENVESTNET, INC. shares in Q2 2019, an estimated $26K.
Wealthspire Advisors (Maryland) first reported a position in ENVESTNET, INC. in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s ENVESTNET, INC. position peaked at $26K in Q1 2019.
233 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.