JIM
FNGN

Jupiter Investment Management’s Financial Engines, Inc. FNGN Stock Holding History

Jupiter Investment Management’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
2016
Q4 		– Sell
-225
Closed -$6K – 451
2016
Q3 		$6K Hold
225
– – ﹤0.01% 354
2016
Q2 		$5K Sell
225
-55,596
-100% -$1.6M ﹤0.01% 419
2016
Q1 		$1.75M Buy
+55,821
New +$1.55M 0.04% 261
2014
Q1 		– Sell
-11,344
Closed -$788K – 442
2013
Q4 		$788K Buy
+11,344
New +$698K 0.07% 248

Other funds holding FNGN

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jupiter Investment Management's FNGN Position: Q4 2016 in Review

Jupiter Investment Management sold out of Financial Engines, Inc. (FNGN) in Q4 2016, closing a stake of 225 shares — an estimated $6K sold.

Jupiter Investment Management first reported a position in FNGN in Q4 2013 and held it in 4 quarters. The position peaked at $1.75M in Q1 2016. 180 funds tracked by Wall St. Rank hold FNGN as of Q4 2016.

  • Jupiter Investment Management reported no remaining Financial Engines, Inc. position as of Q4 2016 after selling out during the quarter.
  • Jupiter Investment Management sold 225 Financial Engines, Inc. shares in Q4 2016, an estimated $6K.
  • Jupiter Investment Management first reported a position in Financial Engines, Inc. in Q4 2013 and held it in 4 quarters.
  • Jupiter Investment Management's Financial Engines, Inc. position peaked at $1.75M in Q1 2016.
  • 180 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q4 2016.

Based on Jupiter Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.