Ground Swell Capital’s Financial Engines, Inc. FNGN Stock Holding History

Ground Swell Capital’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 Q3	$62K	Buy	1,822 +1,655	+991%	+$61K	0.12%	170
2014 Q2	$8K	Buy	+167	New	+$7.47K	0.02%	869

Other funds holding FNGN

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Ground Swell Capital's FNGN Position: Q3 2014 in Review

Ground Swell Capital increased its Financial Engines, Inc. (FNGN) stake by 991% in Q3 2014, buying an estimated $61K and bringing the position to 1,822 shares worth $62K. The position accounts for 0.12% of the portfolio, ranked #170.

Ground Swell Capital first reported a position in FNGN in Q2 2014 and has held it in 2 quarters since. 175 funds tracked by Wall St. Rank hold FNGN as of Q3 2014.

Ground Swell Capital held 1,822 shares of Financial Engines, Inc. worth $62K as of Q3 2014.
Ground Swell Capital bought 1,655 Financial Engines, Inc. shares in Q3 2014, an estimated $61K.
Financial Engines, Inc. made up 0.12% of Ground Swell Capital's portfolio in Q3 2014, its #170 holding.
Ground Swell Capital first reported a position in Financial Engines, Inc. in Q2 2014 and has held it in 2 quarters since.
175 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.