ENVESTNET INC's ticker is and the CUSIP is 29404KAA4.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $511,000 | -10.2% | 503,000 | 0.0% | 0.04% | -11.9% |
| Q2 2019 | $569,000 | -61.7% | 503,000 | -62.3% | 0.04% | -66.1% |
| Q1 2019 | $1,485,000 | -78.1% | 1,333,000 | -80.2% | 0.12% | -80.5% |
| Q4 2018 | $6,786,000 | -36.0% | 6,716,000 | -30.5% | 0.64% | -22.3% |
| Q3 2018 | $10,611,000 | +8.2% | 9,662,000 | +3.4% | 0.82% | +1.9% |
| Q2 2018 | $9,811,000 | -1.4% | 9,343,000 | +3.0% | 0.80% | -0.7% |
| Q1 2018 | $9,953,000 | -1.4% | 9,073,000 | -6.9% | 0.81% | -4.0% |
| Q4 2017 | $10,094,000 | -0.5% | 9,741,000 | +0.9% | 0.84% | -2.7% |
| Q3 2017 | $10,140,000 | +55.5% | 9,650,000 | +45.5% | 0.86% | +50.4% |
| Q2 2017 | $6,522,000 | +5.8% | 6,634,000 | 0.0% | 0.58% | +1.6% |
| Q1 2017 | $6,165,000 | +6.5% | 6,634,000 | +9.1% | 0.57% | +6.8% |
| Q4 2016 | $5,791,000 | -0.3% | 6,080,000 | 0.0% | 0.53% | +3.1% |
| Q3 2016 | $5,806,000 | +5.8% | 6,080,000 | 0.0% | 0.51% | -2.3% |
| Q2 2016 | $5,487,000 | +22.0% | 6,080,000 | +16.8% | 0.53% | +14.1% |
| Q1 2016 | $4,498,000 | +70.5% | 5,205,000 | +73.5% | 0.46% | +70.7% |
| Q4 2015 | $2,638,000 | -0.1% | 3,000,000 | 0.0% | 0.27% | -4.9% |
| Q3 2015 | $2,641,000 | +37.6% | 3,000,000 | +51.7% | 0.28% | +51.1% |
| Q2 2015 | $1,919,000 | -50.6% | 1,977,000 | -43.1% | 0.19% | -48.8% |
| Q1 2015 | $3,885,000 | +8.5% | 3,477,000 | 0.0% | 0.37% | +0.8% |
| Q4 2014 | $3,582,000 | – | 3,477,000 | – | 0.36% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mohican Financial Management, LLC | 2,200,000 | $1,902,000 | 1.93% |
| Sonora Investment Management, LLC | 8,435,000 | $7,553,164,000 | 1.82% |
| SHENKMAN CAPITAL MANAGEMENT INC | 11,790,000 | $10,220,000 | 0.95% |
| CAMDEN ASSET MANAGEMENT L P /CA | 31,429,000 | $27,166,000 | 0.85% |
| SSI INVESTMENT MANAGEMENT LLC | 5,205,000 | $4,498,000 | 0.46% |
| Nicholas Investment Partners, LP | 7,205,000 | $6,228,000 | 0.46% |
| Cutler Capital Management, LLC | 1,095,000 | $946,000 | 0.45% |
| AMERICAN CAPITAL MANAGEMENT INC | 4,000,000 | $3,458,000 | 0.30% |
| Polar Asset Management Partners Inc. | 7,500,000 | $6,535,000 | 0.28% |
| WOLVERINE ASSET MANAGEMENT LLC | 8,800,000 | $7,643,000 | 0.22% |