Gradient Investments’s Financial Engines, Inc. FNGN Stock Holding History

Gradient Investments’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 Q1	–	Sell	-11,294	Closed	-$380K	–	809
2015 Q4	$380K	Buy	+11,294	New	+$375K	0.05%	141
2013 Q3	–	Sell	-2,309	Closed	-$105K	–	619
2013 Q2	$105K	Buy	+2,309	New	+$92.7K	0.04%	129

Other funds holding FNGN

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $907M AUM 10.61% 1-Year Est. Return

JHIU

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

CIP

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

Gradient Investments's FNGN Position: Q1 2016 in Review

Gradient Investments sold out of Financial Engines, Inc. (FNGN) in Q1 2016, closing a stake of 11,294 shares — an estimated $380K sold.

Gradient Investments first reported a position in FNGN in Q2 2013 and held it in 2 quarters. The position peaked at $380K in Q4 2015. 165 funds tracked by Wall St. Rank hold FNGN as of Q1 2016.

Gradient Investments reported no remaining Financial Engines, Inc. position as of Q1 2016 after selling out during the quarter.
Gradient Investments sold 11,294 Financial Engines, Inc. shares in Q1 2016, an estimated $380K.
Gradient Investments first reported a position in Financial Engines, Inc. in Q2 2013 and held it in 2 quarters.
Gradient Investments's Financial Engines, Inc. position peaked at $380K in Q4 2015.
165 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q1 2016.

Based on Gradient Investments's 13F filing for Q1 2016, filed 13 Apr 2016.