Financial Engines Advisors
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Financial Engines Advisors’s Yelp YELP Stock Holding History

Financial Engines Advisors’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-126
Closed -$6K – 184
2018
Q3 		$6K Sell
126
-4
-3% -$175 ﹤0.01% 113
2018
Q2 		$5K Buy
+130
New +$5.62K ﹤0.01% 109

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PGP
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SI
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Engines Advisors's YELP Position: Q4 2018 in Review

Financial Engines Advisors sold out of Yelp (YELP) in Q4 2018, closing a stake of 126 shares — an estimated $6K sold.

Financial Engines Advisors first reported a position in YELP in Q2 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 239 funds tracked by Wall St. Rank hold YELP as of Q4 2018.

  • Financial Engines Advisors reported no remaining Yelp position as of Q4 2018 after selling out during the quarter.
  • Financial Engines Advisors sold 126 Yelp shares in Q4 2018, an estimated $6K.
  • Financial Engines Advisors first reported a position in Yelp in Q2 2018 and held it in 2 quarters.
  • Financial Engines Advisors's Yelp position peaked at $6K in Q3 2018.
  • 239 funds tracked by Wall St. Rank held Yelp as of Q4 2018.

Based on Financial Engines Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.