ENVESTNET INC's ticker is and the CUSIP is 29404KAA4.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $2,661,000 | -4.6% | 2,628,000 | +4.2% | 0.10% | +27.3% |
| Q3 2018 | $2,788,000 | +5.5% | 2,522,000 | +1.4% | 0.08% | +1.3% |
| Q2 2018 | $2,642,000 | +7.3% | 2,486,000 | +11.6% | 0.08% | -8.4% |
| Q1 2018 | $2,463,000 | +6.4% | 2,227,000 | 0.0% | 0.08% | +6.4% |
| Q4 2017 | $2,315,000 | +26.9% | 2,227,000 | +29.0% | 0.08% | +20.0% |
| Q3 2017 | $1,824,000 | +80.6% | 1,727,000 | +67.7% | 0.06% | +71.1% |
| Q2 2017 | $1,010,000 | +170.8% | 1,030,000 | +157.5% | 0.04% | +171.4% |
| Q1 2017 | $373,000 | – | 400,000 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SMH CAPITAL ADVISORS INC | 2,802,000 | $3,074,000 | 4.74% |
| Sonora Investment Management, LLC | 9,215,000 | $10,120,835,000 | 1.61% |
| SHENKMAN CAPITAL MANAGEMENT INC | 8,603,000 | $9,470,000 | 1.01% |
| SSI INVESTMENT MANAGEMENT LLC | 9,073,000 | $9,953,000 | 0.81% |
| CAMDEN ASSET MANAGEMENT L P /CA | 17,582,000 | $19,287,000 | 0.62% |
| OAKTREE CAPITAL MANAGEMENT LP | 22,113,000 | $24,340,000 | 0.39% |
| AMERICAN CAPITAL MANAGEMENT INC | 3,760,000 | $4,125,000 | 0.24% |
| BASSO CAPITAL MANAGEMENT, L.P. | 930,000 | $1,021,000 | 0.19% |
| Calamos Advisors LLC | 19,868,000 | $21,943,000 | 0.14% |
| Cutler Capital Management, LLC | 290,000 | $318,000 | 0.13% |