BRWA
FNGN

B. Riley Wealth Advisors’s Financial Engines, Inc. FNGN Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-412
Closed -$15 – 2393
2014
Q4 		$15 Buy
+412
New +$14.3K ﹤0.01% 2688

Other funds holding FNGN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

B. Riley Wealth Advisors's FNGN Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Financial Engines, Inc. (FNGN) in Q1 2015, closing a stake of 412 shares — an estimated $15 sold.

B. Riley Wealth Advisors first reported a position in FNGN in Q4 2014 and held it in 1 quarter. The position peaked at $15 in Q4 2014. 176 funds tracked by Wall St. Rank hold FNGN as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Financial Engines, Inc. position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 412 Financial Engines, Inc. shares in Q1 2015, an estimated $15.
  • B. Riley Wealth Advisors first reported a position in Financial Engines, Inc. in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Financial Engines, Inc. position peaked at $15 in Q4 2014.
  • 176 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.