Baltimore-Washington Financial Advisors’s Financial Engines, Inc. FNGN Stock Holding History

Baltimore-Washington Financial 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	-20,755	Closed	-$759K	–	337
2014 Q4	$759K	Sell	20,755 -4,905	-19%	-$170K	0.23%	78
2014 Q3	$878K	Sell	25,660 -855	-3%	-$31.5K	0.28%	76
2014 Q2	$1.2M	Buy	26,515 +2,175	+9%	+$97.3K	0.37%	74
2014 Q1	$1.24M	Sell	24,340 -10,810	-31%	-$651K	0.42%	68
2013 Q4	$2.44M	Sell	35,150 -457	-1%	-$28.1K	0.83%	58
2013 Q3	$2.12M	Sell	35,607 -15,658	-31%	-$833K	0.84%	52
2013 Q2	$2.34M	Buy	+51,265	New	+$2.06M	1.01%	48

Other funds holding FNGN

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Baltimore-Washington Financial Advisors's FNGN Position: Q1 2015 in Review

Baltimore-Washington Financial Advisors sold out of Financial Engines, Inc. (FNGN) in Q1 2015, closing a stake of 20,755 shares — an estimated $759K sold.

Baltimore-Washington Financial Advisors first reported a position in FNGN in Q2 2013 and held it in 7 quarters. The position peaked at $2.44M in Q4 2013. 176 funds tracked by Wall St. Rank hold FNGN as of Q1 2015.

Baltimore-Washington Financial Advisors reported no remaining Financial Engines, Inc. position as of Q1 2015 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 20,755 Financial Engines, Inc. shares in Q1 2015, an estimated $759K.
Baltimore-Washington Financial Advisors first reported a position in Financial Engines, Inc. in Q2 2013 and held it in 7 quarters.
Baltimore-Washington Financial Advisors's Financial Engines, Inc. position peaked at $2.44M in Q4 2013.
176 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q1 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2015, filed 8 Apr 2015.