First Personal Financial Services’s Financial Engines, Inc. FNGN Stock Holding History

First Personal Financial Services’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 Q4	–	Sell	-868	Closed	-$30K	–	1027
2017 Q3	$30K	Hold	868	–	–	0.01%	518
2017 Q2	$32K	Buy	868 +144	+20%	+$5.74K	0.01%	506
2017 Q1	$32K	Buy	+724	New	+$29K	0.01%	483

Other funds holding FNGN

BlackRock New York $5.72T AUM 30.48% 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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

First Personal Financial Services's FNGN Position: Q4 2017 in Review

First Personal Financial Services sold out of Financial Engines, Inc. (FNGN) in Q4 2017, closing a stake of 868 shares — an estimated $30K sold.

First Personal Financial Services first reported a position in FNGN in Q1 2017 and held it in 3 quarters. The position peaked at $32K in Q2 2017. 191 funds tracked by Wall St. Rank hold FNGN as of Q4 2017.

First Personal Financial Services reported no remaining Financial Engines, Inc. position as of Q4 2017 after selling out during the quarter.
First Personal Financial Services sold 868 Financial Engines, Inc. shares in Q4 2017, an estimated $30K.
First Personal Financial Services first reported a position in Financial Engines, Inc. in Q1 2017 and held it in 3 quarters.
First Personal Financial Services's Financial Engines, Inc. position peaked at $32K in Q2 2017.
191 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q4 2017.

Based on First Personal Financial Services's 13F filing for Q4 2017, filed 25 Jan 2018.