CIM Investment Management’s Financial Engines, Inc. FNGN Stock Holding History

CIM Investment 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
2018 Q2	–	Sell	-20,979	Closed	-$734K	–	370
2018 Q1	$734K	Buy	20,979 +6,205	+42%	+$195K	0.25%	103
2017 Q4	$448K	Buy	14,774 +6,925	+88%	+$218K	0.15%	191
2017 Q3	$273K	Hold	7,849	–	–	0.1%	275
2017 Q2	$287K	Sell	7,849 -234	-3%	-$9.33K	0.1%	279
2017 Q1	$352K	Hold	8,083	–	–	0.12%	232
2016 Q4	$297K	Hold	8,083	–	–	0.11%	262
2016 Q3	$240K	Buy	+8,083	New	+$235K	0.09%	298

Other funds holding FNGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

SDJVC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIM Investment Management's FNGN Position: Q2 2018 in Review

CIM Investment Management sold out of Financial Engines, Inc. (FNGN) in Q2 2018, closing a stake of 20,979 shares — an estimated $734K sold.

CIM Investment Management first reported a position in FNGN in Q3 2016 and held it in 7 quarters. The position peaked at $734K in Q1 2018. 172 funds tracked by Wall St. Rank hold FNGN as of Q2 2018.

CIM Investment Management reported no remaining Financial Engines, Inc. position as of Q2 2018 after selling out during the quarter.
CIM Investment Management sold 20,979 Financial Engines, Inc. shares in Q2 2018, an estimated $734K.
CIM Investment Management first reported a position in Financial Engines, Inc. in Q3 2016 and held it in 7 quarters.
CIM Investment Management's Financial Engines, Inc. position peaked at $734K in Q1 2018.
172 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q2 2018.

Based on CIM Investment Management's 13F filing for Q2 2018, filed 7 Aug 2018.