Carroll Financial Associates’s Financial Engines, Inc. FNGN Stock Holding History

Carroll Financial Associates’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
2018 Q1	–	Sell	-137	Closed	-$4K	–	1380
2017 Q4	$4K	Hold	137	–	–	﹤0.01%	1071
2017 Q3	$5K	Hold	137	–	–	﹤0.01%	1004
2017 Q2	$5K	Sell	137 -18	-12%	-$718	﹤0.01%	1005
2017 Q1	$6K	Hold	155	–	–	﹤0.01%	962
2016 Q4	$5K	Hold	155	–	–	﹤0.01%	957
2016 Q3	$4K	Hold	155	–	–	﹤0.01%	1011
2016 Q2	$4K	Hold	155	–	–	﹤0.01%	996
2016 Q1	$4K	Hold	155	–	–	﹤0.01%	970
2015 Q4	$5K	Hold	155	–	–	﹤0.01%	888
2015 Q3	$4K	Buy	155 +20	+15%	+$745	﹤0.01%	906
2015 Q2	$6K	Buy	+135	New	+$5.74K	﹤0.01%	836

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

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

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

VBA

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

Carroll Financial Associates's FNGN Position: Q1 2018 in Review

Carroll Financial Associates sold out of Financial Engines, Inc. (FNGN) in Q1 2018, closing a stake of 137 shares — an estimated $4K sold.

Carroll Financial Associates first reported a position in FNGN in Q2 2015 and held it in 11 quarters. The position peaked at $6K in Q1 2017. 195 funds tracked by Wall St. Rank hold FNGN as of Q1 2018.

Carroll Financial Associates reported no remaining Financial Engines, Inc. position as of Q1 2018 after selling out during the quarter.
Carroll Financial Associates sold 137 Financial Engines, Inc. shares in Q1 2018, an estimated $4K.
Carroll Financial Associates first reported a position in Financial Engines, Inc. in Q2 2015 and held it in 11 quarters.
Carroll Financial Associates's Financial Engines, Inc. position peaked at $6K in Q1 2017.
195 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q1 2018.

Based on Carroll Financial Associates's 13F filing for Q1 2018, filed 6 Apr 2018.