Greenleaf Trust’s Financial Engines, Inc. FNGN Stock Holding History

Greenleaf Trust’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
2018 Q1	–	Sell	-632	Closed	-$19K	–	695
2017 Q4	$19K	Hold	632	–	–	﹤0.01%	603
2017 Q3	$22K	Buy	+632	New	+$22K	﹤0.01%	567

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

VBA

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

Greenleaf Trust's FNGN Position: Q1 2018 in Review

Greenleaf Trust sold out of Financial Engines, Inc. (FNGN) in Q1 2018, closing a stake of 632 shares — an estimated $19K sold.

Greenleaf Trust first reported a position in FNGN in Q3 2017 and held it in 2 quarters. The position peaked at $22K in Q3 2017. 195 funds tracked by Wall St. Rank hold FNGN as of Q1 2018.

Greenleaf Trust reported no remaining Financial Engines, Inc. position as of Q1 2018 after selling out during the quarter.
Greenleaf Trust sold 632 Financial Engines, Inc. shares in Q1 2018, an estimated $19K.
Greenleaf Trust first reported a position in Financial Engines, Inc. in Q3 2017 and held it in 2 quarters.
Greenleaf Trust's Financial Engines, Inc. position peaked at $22K in Q3 2017.
195 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q1 2018.

Based on Greenleaf Trust's 13F filing for Q1 2018, filed 30 Apr 2018.