Creative Planning
FNGN

Creative Planning’s Financial Engines, Inc. FNGN Stock Holding History

Creative Planning’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
Q3 		– Sell
-133
Closed -$5K – 4414
2017
Q2 		$5K Buy
133
+55
+71% +$2.19K ﹤0.01% 4039
2017
Q1 		$3K Buy
78
+71
+1,014% +$2.84K ﹤0.01% 4229
2016
Q4 		$0 Buy
+7
New +$225 ﹤0.01% 5004
2014
Q1 		– Sell
-300
Closed -$21K – 3843
2013
Q4 		$21K Buy
300
+100
+50% +$6.15K ﹤0.01% 2167
2013
Q3 		$12K Buy
200
+100
+100% +$5.32K ﹤0.01% 2376
2013
Q2 		$5K Buy
+100
New +$4.02K ﹤0.01% 2575

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Creative Planning's FNGN Position: Q3 2017 in Review

Creative Planning sold out of Financial Engines, Inc. (FNGN) in Q3 2017, closing a stake of 133 shares — an estimated $5K sold.

Creative Planning first reported a position in FNGN in Q2 2013 and held it in 6 quarters. The position peaked at $21K in Q4 2013. 186 funds tracked by Wall St. Rank hold FNGN as of Q3 2017.

  • Creative Planning reported no remaining Financial Engines, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 133 Financial Engines, Inc. shares in Q3 2017, an estimated $5K.
  • Creative Planning first reported a position in Financial Engines, Inc. in Q2 2013 and held it in 6 quarters.
  • Creative Planning's Financial Engines, Inc. position peaked at $21K in Q4 2013.
  • 186 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.