ENVESTNET INC's ticker is and the CUSIP is 29404KAA4.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $13,000 | -31.6% | 13,000 | -27.8% | 0.00% | – |
| Q3 2017 | $19,000 | +5.6% | 18,000 | 0.0% | 0.00% | – |
| Q2 2017 | $18,000 | +20.0% | 18,000 | +12.5% | 0.00% | – |
| Q1 2017 | $15,000 | -25.0% | 16,000 | -23.8% | 0.00% | – |
| Q4 2016 | $20,000 | +53.8% | 21,000 | +50.0% | 0.00% | – |
| Q3 2016 | $13,000 | 0.0% | 14,000 | 0.0% | 0.00% | – |
| Q2 2016 | $13,000 | -23.5% | 14,000 | -30.0% | 0.00% | – |
| Q1 2016 | $17,000 | +6.2% | 20,000 | +11.1% | 0.00% | – |
| Q4 2015 | $16,000 | -44.8% | 18,000 | -45.5% | 0.00% | – |
| Q3 2015 | $29,000 | -9.4% | 33,000 | 0.0% | 0.00% | – |
| Q2 2015 | $32,000 | – | 33,000 | – | 0.00% | – |
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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% |