Itau Unibanco Holding S.A.’s Financial Engines, Inc. FNGN Stock Holding History

Itau Unibanco Holding S.A.’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
2017 Q4	–	Sell	-548	Closed	-$60K	–	671
2017 Q3	$60K	Sell	548 -1,343	-71%	-$46.7K	﹤0.01%	567
2017 Q2	$69K	Buy	1,891 +1,736	+1,120%	+$69.2K	0.01%	262
2017 Q1	$7K	Buy	+155	New	+$6.2K	﹤0.01%	611

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

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

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

VBA

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

Itau Unibanco Holding S.A.'s FNGN Position: Q4 2017 in Review

Itau Unibanco Holding S.A. sold out of Financial Engines, Inc. (FNGN) in Q4 2017, closing a stake of 548 shares — an estimated $60K sold.

Itau Unibanco Holding S.A. first reported a position in FNGN in Q1 2017 and held it in 3 quarters. The position peaked at $69K in Q2 2017. 191 funds tracked by Wall St. Rank hold FNGN as of Q4 2017.

Itau Unibanco Holding S.A. reported no remaining Financial Engines, Inc. position as of Q4 2017 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 548 Financial Engines, Inc. shares in Q4 2017, an estimated $60K.
Itau Unibanco Holding S.A. first reported a position in Financial Engines, Inc. in Q1 2017 and held it in 3 quarters.
Itau Unibanco Holding S.A.'s Financial Engines, Inc. position peaked at $69K in Q2 2017.
191 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q4 2017.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2017, filed 9 Feb 2018.