Aperio Group’s Financial Engines, Inc. FNGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-21,698
| Closed | -$974K | – | 2321 |
|
|
2018
Q2 | $974K | Buy |
21,698
+1,574
| +8% | +$70.7K | ﹤0.01% | 1404 |
|
|
2018
Q1 | $704K | Buy |
20,124
+148
| +0.7% | +$5.18K | ﹤0.01% | 1526 |
|
|
2017
Q4 | $605K | Buy |
19,976
+1,229
| +7% | +$37.2K | ﹤0.01% | 1615 |
|
|
2017
Q3 | $651K | Sell |
18,747
-3,789
| -17% | -$132K | ﹤0.01% | 1529 |
|
|
2017
Q2 | $825K | Buy |
22,536
+10,118
| +81% | +$370K | 0.01% | 1338 |
|
|
2017
Q1 | $541K | Buy |
12,418
+3,276
| +36% | +$143K | ﹤0.01% | 1501 |
|
|
2016
Q4 | $336K | Sell |
9,142
-112
| -1% | -$4.12K | ﹤0.01% | 1741 |
|
|
2016
Q3 | $275K | Buy |
9,254
+1,126
| +14% | +$33.5K | ﹤0.01% | 1761 |
|
|
2016
Q2 | $210K | Buy |
8,128
+772
| +10% | +$19.9K | ﹤0.01% | 1837 |
|
|
2016
Q1 | $231K | Sell |
7,356
-2,391
| -25% | -$75.1K | ﹤0.01% | 1802 |
|
|
2015
Q4 | $328K | Buy |
+9,747
| New | +$328K | ﹤0.01% | 1557 |
|
|
2015
Q3 | – | Sell |
-12,524
| Closed | -$532K | – | 2043 |
|
|
2015
Q2 | $532K | Buy |
12,524
+332
| +3% | +$14.1K | 0.01% | 1285 |
|
|
2015
Q1 | $510K | Buy |
12,192
+1,083
| +10% | +$45.3K | 0.01% | 1268 |
|
|
2014
Q4 | $406K | Buy |
11,109
+3,424
| +45% | +$125K | 0.01% | 1342 |
|
|
2014
Q3 | $263K | Buy |
+7,685
| New | +$263K | ﹤0.01% | 1467 |
|
|
2014
Q1 | – | Hold |
0
| – | -$258K | – | 2052 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 1638 |
|