Westwood Management Corporation’s ENVESTNET, INC. ENV Stock Holding History

Westwood Management Corporation’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
2018 Q4	–	Sell	-10,300	Closed	-$628K	–	78
2018 Q3	$628K	Buy	+10,300	New	+$623K	0.08%	48
2015 Q3	–	Sell	-36,500	Closed	-$1.48M	–	90
2015 Q2	$1.48M	Hold	36,500	–	–	0.25%	38
2015 Q1	$2.05M	Hold	36,500	–	–	0.34%	33
2014 Q4	$1.79M	Hold	36,500	–	–	0.31%	38
2014 Q3	$1.64M	Hold	36,500	–	–	0.29%	34
2014 Q2	$1.79M	Hold	36,500	–	–	0.3%	39
2014 Q1	$1.47M	Hold	36,500	–	–	0.25%	39
2013 Q4	$1.47M	Hold	36,500	–	–	0.25%	43
2013 Q3	$1.13M	Hold	36,500	–	–	0.22%	47
2013 Q2	$898K	Buy	+36,500	New	+$740K	0.19%	50

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Westwood Management Corporation's ENV Position: Q4 2018 in Review

Westwood Management Corporation sold out of ENVESTNET, INC. (ENV) in Q4 2018, closing a stake of 10,300 shares — an estimated $628K sold.

Westwood Management Corporation first reported a position in ENV in Q2 2013 and held it in 10 quarters. The position peaked at $2.05M in Q1 2015. 209 funds tracked by Wall St. Rank hold ENV as of Q4 2018.

Westwood Management Corporation reported no remaining ENVESTNET, INC. position as of Q4 2018 after selling out during the quarter.
Westwood Management Corporation sold 10,300 ENVESTNET, INC. shares in Q4 2018, an estimated $628K.
Westwood Management Corporation first reported a position in ENVESTNET, INC. in Q2 2013 and held it in 10 quarters.
Westwood Management Corporation's ENVESTNET, INC. position peaked at $2.05M in Q1 2015.
209 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2018.

Based on Westwood Management Corporation's 13F filing for Q4 2018, filed 25 Jan 2019.