Avalon Investment & Advisory’s Financial Engines, Inc. FNGN Stock Holding History

Avalon Investment & Advisory’s Portfolio FNGN Stock Details FNGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-31,902	Closed	-$1.11M	–	385
2017 Q3	$1.11M	Sell	31,902 -892	-3%	-$31K	0.04%	244
2017 Q2	$1.2M	Buy	+32,794	New	+$1.31M	0.04%	236

Other funds holding FNGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Avalon Investment & Advisory's FNGN Position: Q4 2017 in Review

Avalon Investment & Advisory sold out of Financial Engines, Inc. (FNGN) in Q4 2017, closing a stake of 31,902 shares — an estimated $1.11M sold.

Avalon Investment & Advisory first reported a position in FNGN in Q2 2017 and held it in 2 quarters. The position peaked at $1.2M in Q2 2017. 191 funds tracked by Wall St. Rank hold FNGN as of Q4 2017.

Avalon Investment & Advisory reported no remaining Financial Engines, Inc. position as of Q4 2017 after selling out during the quarter.
Avalon Investment & Advisory sold 31,902 Financial Engines, Inc. shares in Q4 2017, an estimated $1.11M.
Avalon Investment & Advisory first reported a position in Financial Engines, Inc. in Q2 2017 and held it in 2 quarters.
Avalon Investment & Advisory's Financial Engines, Inc. position peaked at $1.2M in Q2 2017.
191 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q4 2017.

Based on Avalon Investment & Advisory's 13F filing for Q4 2017, filed 14 Feb 2018.