Financial Engines Advisors
ESI

Financial Engines Advisors’s ITT EDUCATIONAL SERVICES INC ESI Stock Holding History

Financial Engines Advisors’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,949
Closed -$13K – 56
2014
Q3 		$13K Sell
2,949
-101
-3% -$1.05K 0.01% 53
2014
Q2 		$51K Sell
3,050
-775
-20% -$17.7K 0.04% 48
2014
Q1 		$110K Sell
3,825
-955
-20% -$31.6K 0.09% 43
2013
Q4 		$161K Buy
4,780
+586
+14% +$21K 0.13% 44
2013
Q3 		$130K Sell
4,194
-96,960
-96% -$2.73M 0.11% 43
2013
Q2 		$103K Buy
+101,154
New +$2.08M 0.09% 42

Other funds holding ESI

PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BCP
Blum Capital Partners San Francisco, California $34.1M AUM 1.14% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Financial Engines Advisors's ESI Position: Q4 2014 in Review

Financial Engines Advisors sold out of ITT EDUCATIONAL SERVICES INC (ESI) in Q4 2014, closing a stake of 2,949 shares — an estimated $13K sold.

Financial Engines Advisors first reported a position in ESI in Q2 2013 and held it in 6 quarters. The position peaked at $161K in Q4 2013. 108 funds tracked by Wall St. Rank hold ESI as of Q4 2014.

  • Financial Engines Advisors reported no remaining ITT EDUCATIONAL SERVICES INC position as of Q4 2014 after selling out during the quarter.
  • Financial Engines Advisors sold 2,949 ITT EDUCATIONAL SERVICES INC shares in Q4 2014, an estimated $13K.
  • Financial Engines Advisors first reported a position in ITT EDUCATIONAL SERVICES INC in Q2 2013 and held it in 6 quarters.
  • Financial Engines Advisors's ITT EDUCATIONAL SERVICES INC position peaked at $161K in Q4 2013.
  • 108 funds tracked by Wall St. Rank held ITT EDUCATIONAL SERVICES INC as of Q4 2014.

Based on Financial Engines Advisors's 13F filing for Q4 2014, filed 3 Feb 2015.