IWP
FNGN

Icon Wealth Partners’s Financial Engines, Inc. FNGN Stock Holding History

Icon Wealth Partners’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
-583
Closed -$18K – 853
2017
Q4 		$18K Buy
+583
New +$18.3K 0.01% 634

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BAMCO Inc
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Janus Henderson Group
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
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

Icon Wealth Partners's FNGN Position: Q1 2018 in Review

Icon Wealth Partners sold out of Financial Engines, Inc. (FNGN) in Q1 2018, closing a stake of 583 shares — an estimated $18K sold.

Icon Wealth Partners first reported a position in FNGN in Q4 2017 and held it in 1 quarter. The position peaked at $18K in Q4 2017. 195 funds tracked by Wall St. Rank hold FNGN as of Q1 2018.

  • Icon Wealth Partners reported no remaining Financial Engines, Inc. position as of Q1 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 583 Financial Engines, Inc. shares in Q1 2018, an estimated $18K.
  • Icon Wealth Partners first reported a position in Financial Engines, Inc. in Q4 2017 and held it in 1 quarter.
  • Icon Wealth Partners's Financial Engines, Inc. position peaked at $18K in Q4 2017.
  • 195 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q1 2018.

Based on Icon Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.