Capstone Investment Advisors
FNGN

Capstone Investment Advisors’s Financial Engines, Inc. FNGN Stock Holding History

Capstone Investment 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
2017
Q4 		– Sell
-9,603
Closed -$333K – 735
2017
Q3 		$333K Sell
9,603
-7,597
-44% -$264K 0.01% 380
2017
Q2 		$629K Buy
17,200
+7,282
+73% +$290K 0.02% 384
2017
Q1 		$431K Buy
+9,918
New +$397K 0.01% 634

Other funds holding FNGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Janus Henderson Group
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

Capstone Investment Advisors's FNGN Position: Q4 2017 in Review

Capstone Investment Advisors sold out of Financial Engines, Inc. (FNGN) in Q4 2017, closing a stake of 9,603 shares — an estimated $333K sold.

Capstone Investment Advisors first reported a position in FNGN in Q1 2017 and held it in 3 quarters. The position peaked at $629K in Q2 2017. 191 funds tracked by Wall St. Rank hold FNGN as of Q4 2017.

  • Capstone Investment Advisors reported no remaining Financial Engines, Inc. position as of Q4 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 9,603 Financial Engines, Inc. shares in Q4 2017, an estimated $333K.
  • Capstone Investment Advisors first reported a position in Financial Engines, Inc. in Q1 2017 and held it in 3 quarters.
  • Capstone Investment Advisors's Financial Engines, Inc. position peaked at $629K in Q2 2017.
  • 191 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q4 2017.

Based on Capstone Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.