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

Friedberg Investment 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
2016 Q2	–	Sell	-7,120	Closed	-$223K	–	98
2016 Q1	$223K	Hold	7,120	–	–	0.11%	83
2015 Q4	$239K	Buy	+7,120	New	+$236K	0.12%	87
2015 Q3	–	Sell	-40,190	Closed	-$1.71M	–	105
2015 Q2	$1.71M	Sell	40,190 -830	-2%	-$35.3K	0.64%	61
2015 Q1	$1.72M	Sell	41,020 -1,000	-2%	-$39.4K	0.62%	59
2014 Q4	$1.53M	Buy	+42,020	New	+$1.45M	0.6%	60

Other funds holding FNGN

Warburg Pincus New York $187M AUM 34% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 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

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Friedberg Investment Management's FNGN Position: Q2 2016 in Review

Friedberg Investment Management sold out of Financial Engines, Inc. (FNGN) in Q2 2016, closing a stake of 7,120 shares — an estimated $223K sold.

Friedberg Investment Management first reported a position in FNGN in Q4 2014 and held it in 5 quarters. The position peaked at $1.72M in Q1 2015. 168 funds tracked by Wall St. Rank hold FNGN as of Q2 2016.

Friedberg Investment Management reported no remaining Financial Engines, Inc. position as of Q2 2016 after selling out during the quarter.
Friedberg Investment Management sold 7,120 Financial Engines, Inc. shares in Q2 2016, an estimated $223K.
Friedberg Investment Management first reported a position in Financial Engines, Inc. in Q4 2014 and held it in 5 quarters.
Friedberg Investment Management's Financial Engines, Inc. position peaked at $1.72M in Q1 2015.
168 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q2 2016.

Based on Friedberg Investment Management's 13F filing for Q2 2016, filed 10 Aug 2016.