Daily Stock Analysis, ENV, Envestnet Inc, priceseries

Envestnet Inc. Daily Stock Analysis
Stock Information
Open
71.23
Close
69.95
High
71.40
Low
69.22
Previous Close
71.50
Daily Price Gain
-1.55
YTD High
73.94
YTD High Date
Jul 26, 2019
YTD Low
46.83
YTD Low Date
Jan 3, 2019
YTD Price Change
20.93
YTD Gain
42.70%
52 Week High
73.94
52 Week High Date
Jul 26, 2019
52 Week Low
46.57
52 Week Low Date
Dec 24, 2018
52 Week Price Change
18.38
52 Week Gain
35.64%
Recent priceSeries Trade Signals

These are sample algorithmic trades based on actual market data.

Trade Type
Entry Date
Entry Price
Exit Date
Exit Price
Trade Hold Time
Gain
Trade Record
LONG
Jun 8. 2017
37.05
Jul 5. 2017
39.01
18 Trading Days
5.30%
Link
LONG
Sep 11. 2017
44.65
Oct 16. 2017
53.35
25 Trading Days
19.47%
Link
LONG
Mar 8. 2019
61.18
Mar 22. 2019
64.84
10 Trading Days
5.98%
Link
LONG
Oct 24. 2019
60.65
Dec 13. 2019
70.23
35 Trading Days
15.79%
Link
Company Information
Stock Symbol
ENV
Exchange
NYSE
Company URL
http://www.envestnet.com
Company Phone
312-827-2800
CEO
Judson T. Bergman
Headquarters
Illinois
Business Address
35 E WACKER DR STE 2400, CHICAGO, IL 60601
Sector
Equity
Industry Category
Diversified Services
Industry Group
Business Services
CIK
0001337619
About

Envestnet, Inc. engages in the provision of integrated portfolio, wealth management technology, practice management and reporting solutions to financial advisors and institutions. Its web-based platform, Tamarac, helps to unify portfolio management, modeling, rebalancing, trading, billing and reporting with a client portal and enterprise-level client relationship management system. The company's wealth management software empowers advisors to manage their practice and advise their clients on financial planning, capital markets assumptions, asset allocation guidance, research and due diligence on investment managers and funds, portfolio management, trading and rebalancing, multi-custodial, aggregated performance reporting, and billing calculation and administration. Its portfolio management consultants PMC group engages in consulting services and provides proprietary investment solutions and products to financial advisors. The PMC group also offers prima premium research, including institutional-quality research and due diligence on investment managers, mutual funds, ETFs and liquid alternatives funds; and investment solutions and products, including managed account and multi-manager portfolios, mutual fund portfolios and exchange traded fund portfolios. Its integrated and Internet-based technology applications platform, Advisor Suite, provides portfolio diagnostics, proposal generation, investment model management, rebalancing and trading, portfolio performance reporting and monitoring solutions, billing, and back-office and middle-office operations and administration. The company was founded by Judson Taft Bergman, James Winfield Lumberg and Brandon Rockwell Thomas in 1999 and is headquartered in Chicago, IL.

Description

Envestnet, Inc., together with its subsidiaries, provides financial and wealth management software and services in the United States and internationally. It operates through Envestnet and Envestnet Yodlee business segments. The company's product and services suites include Envestnet Enterprise, which provides an end-to-end open architecture wealth management platform, and sells data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet Tamarac that provides a portfolio of accounting, rebalancing, trading, performance reporting, and client relationship management software, primarily to high-end registered investment advisers; Envestnet Retirement Solutions (ERS), which offers a suite of services for advisor-sold retirement plans; and Envestnet PMC (Portfolio Management Consultants) that provides research due diligence and consulting services to assist advisors in creating investment solutions for their clients, and patented portfolio overlay and tax optimization services. The company also provides Envestnet Yodlee data aggregation and data analytics platform, which offers cloud-based innovation for digital financial services. Envestnet, Inc. serves banks, wealth management and brokerage firms, Internet services companies, and other financial institutions. The company was founded in 1999 and is headquartered in Chicago, Illinois.