ENVESTNET INC's ticker is and the CUSIP is 29404KAA4.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $27,509,000 | -28.1% | 27,184,000 | -19.0% | 0.15% | -29.6% |
| Q2 2019 | $38,282,000 | +1.3% | 33,564,000 | -0.9% | 0.21% | -9.7% |
| Q1 2019 | $37,793,000 | +11.3% | 33,880,000 | +0.3% | 0.24% | +5.4% |
| Q4 2018 | $33,950,000 | -9.3% | 33,768,000 | -0.8% | 0.22% | +8.7% |
| Q3 2018 | $37,438,000 | +25.9% | 34,040,000 | +20.2% | 0.21% | +13.2% |
| Q2 2018 | $29,730,000 | +35.5% | 28,323,000 | +42.6% | 0.18% | +27.3% |
| Q1 2018 | $21,943,000 | +320.5% | 19,868,000 | +297.4% | 0.14% | +429.6% |
| Q4 2017 | $5,218,000 | -0.6% | 5,000,000 | 0.0% | 0.03% | -34.1% |
| Q3 2017 | $5,250,000 | +6.8% | 5,000,000 | 0.0% | 0.04% | +13.9% |
| Q2 2017 | $4,916,000 | +5.4% | 5,000,000 | 0.0% | 0.04% | -2.7% |
| Q1 2017 | $4,665,000 | -2.6% | 5,000,000 | 0.0% | 0.04% | -2.6% |
| Q4 2016 | $4,789,000 | -1.0% | 5,000,000 | 0.0% | 0.04% | +8.6% |
| Q3 2016 | $4,839,000 | +6.4% | 5,000,000 | 0.0% | 0.04% | +9.4% |
| Q2 2016 | $4,548,000 | +4.4% | 5,000,000 | 0.0% | 0.03% | +10.3% |
| Q1 2016 | $4,355,000 | -1.8% | 5,000,000 | 0.0% | 0.03% | +3.6% |
| Q4 2015 | $4,436,000 | -0.2% | 5,000,000 | 0.0% | 0.03% | -9.7% |
| Q3 2015 | $4,443,000 | -8.9% | 5,000,000 | 0.0% | 0.03% | +3.3% |
| Q2 2015 | $4,876,000 | -12.9% | 5,000,000 | 0.0% | 0.03% | -14.3% |
| Q1 2015 | $5,599,000 | +8.0% | 5,000,000 | 0.0% | 0.04% | +2.9% |
| Q4 2014 | $5,186,000 | – | 5,000,000 | – | 0.03% | – |
Download | ||||||
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% |