Emerald Mutual Fund Advisers Trust’s Financial Engines, Inc. FNGN Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2014 Q2	–	Sell	-63,689	Closed	-$3.23M	–	250
2014 Q1	$3.23M	Sell	63,689 -45,499	-42%	-$2.74M	0.31%	100
2013 Q4	$7.01M	Buy	109,188 +62,479	+134%	+$3.84M	0.42%	90
2013 Q3	$2.78M	Buy	46,709 +7,960	+21%	+$423K	0.38%	92
2013 Q2	$1.77M	Buy	+38,749	New	+$1.56M	0.3%	102

Other funds holding FNGN

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Emerald Mutual Fund Advisers Trust's FNGN Position: Q2 2014 in Review

Emerald Mutual Fund Advisers Trust sold out of Financial Engines, Inc. (FNGN) in Q2 2014, closing a stake of 63,689 shares — an estimated $3.23M sold.

Emerald Mutual Fund Advisers Trust first reported a position in FNGN in Q2 2013 and held it in 4 quarters. The position peaked at $7.01M in Q4 2013. 189 funds tracked by Wall St. Rank hold FNGN as of Q2 2014.

Emerald Mutual Fund Advisers Trust reported no remaining Financial Engines, Inc. position as of Q2 2014 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 63,689 Financial Engines, Inc. shares in Q2 2014, an estimated $3.23M.
Emerald Mutual Fund Advisers Trust first reported a position in Financial Engines, Inc. in Q2 2013 and held it in 4 quarters.
Emerald Mutual Fund Advisers Trust's Financial Engines, Inc. position peaked at $7.01M in Q4 2013.
189 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q2 2014.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2014, filed 17 Jul 2014.