Gemmer Asset Management’s Financial Engines, Inc. FNGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-72
| Closed | -$3K | – | 1475 |
|
|
2018
Q2 | $3K | Buy |
72
+13
| +22% | +$537 | ﹤0.01% | 1259 |
|
|
2018
Q1 | $2K | Sell |
59
-100
| -63% | -$3.14K | ﹤0.01% | 1323 |
|
|
2017
Q4 | $5K | Buy |
159
+13
| +9% | +$408 | ﹤0.01% | 996 |
|
|
2017
Q3 | $5K | Hold |
146
| – | – | ﹤0.01% | 978 |
|
|
2017
Q2 | $5K | Hold |
146
| – | – | ﹤0.01% | 961 |
|
|
2017
Q1 | $6K | Hold |
146
| – | – | ﹤0.01% | 897 |
|
|
2016
Q4 | $5K | Buy |
146
+11
| +8% | +$354 | ﹤0.01% | 936 |
|
|
2016
Q3 | $4K | Buy |
135
+43
| +47% | +$1.25K | ﹤0.01% | 1005 |
|
|
2016
Q2 | $2K | Buy |
92
+2
| +2% | +$57 | ﹤0.01% | 1188 |
|
|
2016
Q1 | $2K | Sell |
90
-26
| -22% | -$721 | ﹤0.01% | 1154 |
|
|
2015
Q4 | $4K | Buy |
116
+21
| +22% | +$697 | ﹤0.01% | 947 |
|
|
2015
Q3 | $3K | Sell |
95
-140
| -60% | -$5.22K | ﹤0.01% | 1039 |
|
|
2015
Q2 | $10K | Sell |
235
-414
| -64% | -$17.6K | 0.01% | 590 |
|
|
2015
Q1 | $27K | Buy |
649
+6
| +0.9% | +$237 | 0.02% | 280 |
|
|
2014
Q4 | $24K | Buy |
643
+112
| +21% | +$3.88K | 0.02% | 285 |
|
|
2014
Q3 | $18K | Buy |
531
+27
| +5% | +$995 | 0.01% | 343 |
|
|
2014
Q2 | $23K | Hold |
504
| – | – | 0.02% | 280 |
|
|
2014
Q1 | $26K | Buy |
+504
| New | +$30.3K | 0.02% | 253 |
|
Gemmer Asset Management's FNGN Position: Q3 2018 in Review
Gemmer Asset Management sold out of Financial Engines, Inc. (FNGN) in Q3 2018, closing a stake of 72 shares — an estimated $3K sold.
Gemmer Asset Management first reported a position in FNGN in Q1 2014 and held it in 18 quarters. The position peaked at $27K in Q1 2015. 0 funds tracked by Wall St. Rank hold FNGN as of Q3 2018.
- Gemmer Asset Management reported no remaining Financial Engines, Inc. position as of Q3 2018 after selling out during the quarter.
- Gemmer Asset Management sold 72 Financial Engines, Inc. shares in Q3 2018, an estimated $3K.
- Gemmer Asset Management first reported a position in Financial Engines, Inc. in Q1 2014 and held it in 18 quarters.
- Gemmer Asset Management's Financial Engines, Inc. position peaked at $27K in Q1 2015.
- 0 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q3 2018.
Based on Gemmer Asset Management's 13F filing for Q3 2018, filed 12 Oct 2018.