JP Morgan Private Wealth Advisors’s Financial Engines, Inc. FNGN Stock Holding History

JP Morgan Private Wealth Advisors’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 Q2	–	Sell	-4,796	Closed	-$209K	–	1400
2017 Q1	$209K	Sell	4,796 -900	-16%	-$36K	﹤0.01%	1224
2016 Q4	$209K	Buy	+5,696	New	+$183K	﹤0.01%	1148
2016 Q1	–	Sell	-6,938	Closed	-$234K	–	1329
2015 Q4	$234K	Buy	+6,938	New	+$230K	﹤0.01%	969
2015 Q3	–	Sell	-11,359	Closed	-$482K	–	1185
2015 Q2	$482K	Buy	11,359 +6,561	+137%	+$279K	0.01%	693
2015 Q1	$201K	Buy	+4,798	New	+$189K	﹤0.01%	1042
2014 Q3	–	Sell	-6,224	Closed	-$282K	–	1116
2014 Q2	$282K	Sell	6,224 -9,607	-61%	-$430K	﹤0.01%	727
2014 Q1	$804K	Buy	15,831 +446	+3%	+$26.9K	0.01%	446
2013 Q4	$1.07M	Buy	15,385 +1,485	+11%	+$91.4K	0.02%	334
2013 Q3	$826K	Buy	13,900 +162	+1%	+$8.62K	0.02%	359
2013 Q2	$626K	Buy	+13,738	New	+$552K	0.02%	386

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's FNGN Position: Q2 2017 in Review

JP Morgan Private Wealth Advisors sold out of Financial Engines, Inc. (FNGN) in Q2 2017, closing a stake of 4,796 shares — an estimated $209K sold.

JP Morgan Private Wealth Advisors first reported a position in FNGN in Q2 2013 and held it in 10 quarters. The position peaked at $1.07M in Q4 2013. 190 funds tracked by Wall St. Rank hold FNGN as of Q2 2017.

JP Morgan Private Wealth Advisors reported no remaining Financial Engines, Inc. position as of Q2 2017 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 4,796 Financial Engines, Inc. shares in Q2 2017, an estimated $209K.
JP Morgan Private Wealth Advisors first reported a position in Financial Engines, Inc. in Q2 2013 and held it in 10 quarters.
JP Morgan Private Wealth Advisors's Financial Engines, Inc. position peaked at $1.07M in Q4 2013.
190 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q2 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.