J.P. Morgan Private Wealth Advisors’s Financial Engines, Inc. FNGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,796
| Closed | -$209K | – | 1400 |
|
|
2017
Q1 | $209K | Sell |
4,796
-900
| -16% | -$39.2K | ﹤0.01% | 1224 |
|
|
2016
Q4 | $209K | Buy |
+5,696
| New | +$209K | ﹤0.01% | 1148 |
|
|
2016
Q1 | – | Sell |
-6,938
| Closed | -$234K | – | 1329 |
|
|
2015
Q4 | $234K | Buy |
+6,938
| New | +$234K | ﹤0.01% | 969 |
|
|
2015
Q3 | – | Sell |
-11,359
| Closed | -$482K | – | 1185 |
|
|
2015
Q2 | $482K | Buy |
11,359
+6,561
| +137% | +$278K | 0.01% | 693 |
|
|
2015
Q1 | $201K | Buy |
+4,798
| New | +$201K | ﹤0.01% | 1042 |
|
|
2014
Q3 | – | Sell |
-6,224
| Closed | -$282K | – | 1116 |
|
|
2014
Q2 | $282K | Sell |
6,224
-9,607
| -61% | -$435K | ﹤0.01% | 727 |
|
|
2014
Q1 | $804K | Buy |
15,831
+446
| +3% | +$22.7K | 0.01% | 446 |
|
|
2013
Q4 | $1.07M | Buy |
15,385
+1,485
| +11% | +$103K | 0.02% | 334 |
|
|
2013
Q3 | $826K | Buy |
13,900
+162
| +1% | +$9.63K | 0.02% | 359 |
|
|
2013
Q2 | $626K | Buy |
+13,738
| New | +$626K | 0.02% | 386 |
|