DADC
FNGN

D.A. Davidson & Co’s Financial Engines, Inc. FNGN Stock Holding History

D.A. Davidson & Co’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
-2,533
Closed -$92K – 2298
2017
Q2 		$92K Hold
2,533
– – ﹤0.01% 1302
2017
Q1 		$110K Sell
2,533
-1,407
-36% -$56.3K ﹤0.01% 1214
2016
Q4 		$144K Sell
3,940
-44
-1% -$1.42K ﹤0.01% 1141
2016
Q3 		$117K Sell
3,984
-1,449
-27% -$42.1K ﹤0.01% 1174
2016
Q2 		$138K Buy
5,433
+12
+0.2% +$345 ﹤0.01% 990
2016
Q1 		$169K Sell
5,421
-13
-0.2% -$361 0.01% 907
2015
Q4 		$182K Sell
5,434
-264
-5% -$8.76K 0.01% 870
2015
Q3 		$166K Sell
5,698
-211
-4% -$7.87K 0.01% 890
2015
Q2 		$249K Sell
5,909
-467
-7% -$19.8K 0.01% 794
2015
Q1 		$266K Buy
6,376
+2,603
+69% +$103K 0.01% 766
2014
Q4 		$137K Buy
3,773
+213
+6% +$7.38K ﹤0.01% 1004
2014
Q3 		$120K Buy
3,560
+1,503
+73% +$55.4K ﹤0.01% 1045
2014
Q2 		$92K Sell
2,057
-169
-8% -$7.56K ﹤0.01% 1186
2014
Q1 		$111K Sell
2,226
-6
-0.3% -$361 ﹤0.01% 1086
2013
Q4 		$153K Buy
2,232
+74
+3% +$4.55K 0.01% 929
2013
Q3 		$127K Sell
2,158
-369
-15% -$19.6K 0.01% 826
2013
Q2 		$114K Buy
+2,527
New +$101K 0.01% 833

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

D.A. Davidson & Co's FNGN Position: Q3 2017 in Review

D.A. Davidson & Co sold out of Financial Engines, Inc. (FNGN) in Q3 2017, closing a stake of 2,533 shares — an estimated $92K sold.

D.A. Davidson & Co first reported a position in FNGN in Q2 2013 and held it in 17 quarters. The position peaked at $266K in Q1 2015. 186 funds tracked by Wall St. Rank hold FNGN as of Q3 2017.

  • D.A. Davidson & Co reported no remaining Financial Engines, Inc. position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 2,533 Financial Engines, Inc. shares in Q3 2017, an estimated $92K.
  • D.A. Davidson & Co first reported a position in Financial Engines, Inc. in Q2 2013 and held it in 17 quarters.
  • D.A. Davidson & Co's Financial Engines, Inc. position peaked at $266K in Q1 2015.
  • 186 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.