JP Morgan Chase’s Financial Engines, Inc. FNGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-397,852
| Closed | -$17.9M | – | 5980 |
|
|
2018
Q2 | $17.9M | Sell |
397,852
-196,263
| -33% | -$8.11M | ﹤0.01% | 1691 |
|
|
2018
Q1 | $20.8M | Buy |
594,115
+19,340
| +3% | +$607K | ﹤0.01% | 1476 |
|
|
2017
Q4 | $17.4M | Buy |
574,775
+12,955
| +2% | +$407K | ﹤0.01% | 1680 |
|
|
2017
Q3 | $19M | Buy |
561,820
+504
| +0.1% | +$17.5K | ﹤0.01% | 1527 |
|
|
2017
Q2 | $20.5M | Sell |
561,316
-30,209
| -5% | -$1.2M | ﹤0.01% | 1438 |
|
|
2017
Q1 | $25.8M | Sell |
591,525
-211,356
| -26% | -$8.46M | 0.01% | 1303 |
|
|
2016
Q4 | $29.5M | Buy |
802,881
+95,536
| +14% | +$3.07M | 0.01% | 1212 |
|
|
2016
Q3 | $21M | Buy |
707,345
+30,776
| +5% | +$895K | 0.01% | 1337 |
|
|
2016
Q2 | $17.5M | Sell |
676,569
-95,680
| -12% | -$2.75M | ﹤0.01% | 1489 |
|
|
2016
Q1 | $24.3M | Sell |
772,249
-67,296
| -8% | -$1.87M | 0.01% | 1216 |
|
|
2015
Q4 | $28.3M | Sell |
839,545
-125,222
| -13% | -$4.16M | 0.01% | 1106 |
|
|
2015
Q3 | $28.4M | Sell |
964,767
-10,283
| -1% | -$383K | 0.01% | 1048 |
|
|
2015
Q2 | $41.4M | Sell |
975,050
-18,979
| -2% | -$806K | 0.01% | 988 |
|
|
2015
Q1 | $41.6M | Sell |
994,029
-64,023
| -6% | -$2.52M | 0.01% | 978 |
|
|
2014
Q4 | $38.7M | Buy |
1,058,052
+76,384
| +8% | +$2.64M | 0.01% | 1074 |
|
|
2014
Q3 | $33.6M | Buy |
981,668
+277,826
| +39% | +$10.2M | 0.01% | 1136 |
|
|
2014
Q2 | $31.9M | Sell |
703,842
-45,859
| -6% | -$2.05M | 0.01% | 1079 |
|
|
2014
Q1 | $38.1M | Sell |
749,701
-31,455
| -4% | -$1.89M | 0.01% | 955 |
|
|
2013
Q4 | $54.3M | Sell |
781,156
-54,671
| -7% | -$3.36M | 0.02% | 764 |
|
|
2013
Q3 | $49.7M | Sell |
835,827
-206,331
| -20% | -$11M | 0.01% | 794 |
|
|
2013
Q2 | $47.5M | Buy |
+1,042,158
| New | +$41.9M | 0.02% | 769 |
|
JP Morgan Chase's FNGN Position: Q3 2018 in Review
JP Morgan Chase sold out of Financial Engines, Inc. (FNGN) in Q3 2018, closing a stake of 397,852 shares — an estimated $17.9M sold.
JP Morgan Chase first reported a position in FNGN in Q2 2013 and held it in 21 quarters. The position peaked at $54.3M in Q4 2013. 0 funds tracked by Wall St. Rank hold FNGN as of Q3 2018.
- JP Morgan Chase reported no remaining Financial Engines, Inc. position as of Q3 2018 after selling out during the quarter.
- JP Morgan Chase sold 397,852 Financial Engines, Inc. shares in Q3 2018, an estimated $17.9M.
- JP Morgan Chase first reported a position in Financial Engines, Inc. in Q2 2013 and held it in 21 quarters.
- JP Morgan Chase's Financial Engines, Inc. position peaked at $54.3M in Q4 2013.
- 0 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q3 2018.
Based on JP Morgan Chase's 13F filing for Q3 2018, filed 7 Nov 2018.