Capstone Asset Management’s Financial Engines, Inc. FNGN Stock Holding History

Capstone Asset Management’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 Q2	$366K	Sell	9,993 -1,030	-9%	-$41.1K	0.01%	1113
2017 Q1	$480K	Sell	11,023 -1,160	-10%	-$46.4K	0.01%	956
2016 Q4	$448K	Sell	12,183 -6,120	-33%	-$197K	0.01%	1012
2016 Q3	$544K	Sell	18,303 -170	-0.9%	-$4.94K	0.02%	904
2016 Q2	$478K	Buy	18,473 +1,610	+10%	+$46.3K	0.01%	950
2016 Q1	$530K	Sell	16,863 -760	-4%	-$21.1K	0.02%	891
2015 Q4	$593K	Buy	17,623 +2,060	+13%	+$68.4K	0.02%	811
2015 Q3	$459K	Buy	15,563 +690	+5%	+$25.7K	0.01%	974
2015 Q2	$632K	Sell	14,873 -8,540	-36%	-$363K	0.02%	802
2015 Q1	$979K	Buy	23,413 +340	+1%	+$13.4K	0.03%	678
2014 Q4	$843K	Sell	23,073 -6,460	-22%	-$224K	0.02%	724
2014 Q3	$1.01M	Buy	29,533 +290	+1%	+$10.7K	0.03%	579
2014 Q2	$1.32M	Buy	29,243 +3,768	+15%	+$169K	0.04%	484
2014 Q1	$1.29M	Sell	25,475 -180	-0.7%	-$10.8K	0.04%	505
2013 Q4	$1.78M	Buy	25,655 +3,293	+15%	+$203K	0.05%	409
2013 Q3	$1.33M	Buy	22,362 +890	+4%	+$47.3K	0.03%	619
2013 Q2	$979K	Buy	+21,472	New	+$862K	0.03%	724

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

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

SDJVC

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

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

Capstone Asset Management's FNGN Position: Q2 2017 in Review

Capstone Asset Management reduced its Financial Engines, Inc. (FNGN) stake by 9.3% in Q2 2017, selling an estimated $41.1K and leaving 9,993 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #1113.

Capstone Asset Management first reported a position in FNGN in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.78M in Q4 2013. 190 funds tracked by Wall St. Rank hold FNGN as of Q2 2017.

Capstone Asset Management held 9,993 shares of Financial Engines, Inc. worth $366K as of Q2 2017.
Capstone Asset Management sold 1,030 Financial Engines, Inc. shares in Q2 2017, an estimated $41.1K.
Financial Engines, Inc. made up 0.01% of Capstone Asset Management's portfolio in Q2 2017, its #1113 holding.
Capstone Asset Management first reported a position in Financial Engines, Inc. in Q2 2013 and has held it in 17 quarters since.
Capstone Asset Management's Financial Engines, Inc. position peaked at $1.78M in Q4 2013.
190 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.