Forward Management’s Financial Engines, Inc. FNGN Stock Holding History

Forward Management’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 Q1	–	Sell	-11,250	Closed	-$688K	–	396
2013 Q4	$688K	Buy	11,250 +7,650	+213%	+$471K	0.04%	184
2013 Q3	$178K	Hold	3,600	–	–	0.01%	308
2013 Q2	$156K	Buy	+3,600	New	+$145K	0.01%	315

Other funds holding FNGN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Forward Management's FNGN Position: Q1 2014 in Review

Forward Management sold out of Financial Engines, Inc. (FNGN) in Q1 2014, closing a stake of 11,250 shares — an estimated $688K sold.

Forward Management first reported a position in FNGN in Q2 2013 and held it in 3 quarters. The position peaked at $688K in Q4 2013. 199 funds tracked by Wall St. Rank hold FNGN as of Q1 2014.

Forward Management reported no remaining Financial Engines, Inc. position as of Q1 2014 after selling out during the quarter.
Forward Management sold 11,250 Financial Engines, Inc. shares in Q1 2014, an estimated $688K.
Forward Management first reported a position in Financial Engines, Inc. in Q2 2013 and held it in 3 quarters.
Forward Management's Financial Engines, Inc. position peaked at $688K in Q4 2013.
199 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q1 2014.

Based on Forward Management's 13F filing for Q1 2014, filed 8 May 2014.