ZIM
ENV

Zacks Investment Management’s ENVESTNET, INC. ENV Stock Holding History

Zacks Investment Management’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
Q2 		– Sell
-23,371
Closed -$755K – 764
2017
Q1 		$755K Buy
+23,371
New +$850K 0.02% 412

Other funds holding ENV

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
WA
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Zacks Investment Management's ENV Position: Q2 2017 in Review

Zacks Investment Management sold out of ENVESTNET, INC. (ENV) in Q2 2017, closing a stake of 23,371 shares — an estimated $755K sold.

Zacks Investment Management first reported a position in ENV in Q1 2017 and held it in 1 quarter. The position peaked at $755K in Q1 2017. 145 funds tracked by Wall St. Rank hold ENV as of Q2 2017.

  • Zacks Investment Management reported no remaining ENVESTNET, INC. position as of Q2 2017 after selling out during the quarter.
  • Zacks Investment Management sold 23,371 ENVESTNET, INC. shares in Q2 2017, an estimated $755K.
  • Zacks Investment Management first reported a position in ENVESTNET, INC. in Q1 2017 and held it in 1 quarter.
  • Zacks Investment Management's ENVESTNET, INC. position peaked at $755K in Q1 2017.
  • 145 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2017.

Based on Zacks Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.