Ladenburg Thalmann Financial Services’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 |
-3,934
| Closed | -$138K | – | 5494 |
|
|
2018
Q2 | $138K | Hold |
3,934
| – | – | ﹤0.01% | 2525 |
|
|
2018
Q1 | $138K | Buy |
3,934
+74
| +2% | +$2.32K | ﹤0.01% | 2525 |
|
|
2017
Q4 | $117K | Buy |
3,860
+3,050
| +377% | +$95.8K | ﹤0.01% | 2618 |
|
|
2017
Q3 | $28K | Buy |
810
+60
| +8% | +$2.09K | ﹤0.01% | 3495 |
|
|
2017
Q2 | $27K | Hold |
750
| – | – | ﹤0.01% | 3430 |
|
|
2017
Q1 | $33K | Sell |
750
-40
| -5% | -$1.6K | ﹤0.01% | 3228 |
|
|
2016
Q4 | $29K | Hold |
790
| – | – | ﹤0.01% | 3246 |
|
|
2016
Q3 | $23K | Buy |
790
+40
| +5% | +$1.16K | ﹤0.01% | 3324 |
|
|
2016
Q2 | $19K | Hold |
750
| – | – | ﹤0.01% | 3389 |
|
|
2016
Q1 | $24K | Hold |
750
| – | – | ﹤0.01% | 3145 |
|
|
2015
Q4 | $25K | Sell |
750
-200
| -21% | -$6.64K | ﹤0.01% | 3075 |
|
|
2015
Q3 | $28K | Sell |
950
-125
| -12% | -$4.66K | ﹤0.01% | 2894 |
|
|
2015
Q2 | $46K | Sell |
1,075
-25
| -2% | -$1.06K | ﹤0.01% | 2646 |
|
|
2015
Q1 | $46K | Buy |
1,100
+54
| +5% | +$2.13K | ﹤0.01% | 2615 |
|
|
2014
Q4 | $39K | Buy |
1,046
+346
| +49% | +$12K | ﹤0.01% | 2527 |
|
|
2014
Q3 | $24K | Buy |
+700
| New | +$25.8K | ﹤0.01% | 2525 |
|
|
2014
Q2 | – | Sell |
-239
| Closed | -$12K | – | 4046 |
|
|
2014
Q1 | $12K | Hold |
239
| – | – | ﹤0.01% | 2881 |
|
|
2013
Q4 | $17K | Buy |
239
+225
| +1,607% | +$13.8K | ﹤0.01% | 2642 |
|
|
2013
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 3621 |
|
|
2013
Q2 | $1K | Buy |
+14
| New | +$562 | ﹤0.01% | 3540 |
|
Ladenburg Thalmann Financial Services's FNGN Position: Q3 2018 in Review
Ladenburg Thalmann Financial Services sold out of Financial Engines, Inc. (FNGN) in Q3 2018, closing a stake of 3,934 shares — an estimated $138K sold.
Ladenburg Thalmann Financial Services first reported a position in FNGN in Q2 2013 and held it in 20 quarters. The position peaked at $138K in Q2 2018. 0 funds tracked by Wall St. Rank hold FNGN as of Q3 2018.
- Ladenburg Thalmann Financial Services reported no remaining Financial Engines, Inc. position as of Q3 2018 after selling out during the quarter.
- Ladenburg Thalmann Financial Services sold 3,934 Financial Engines, Inc. shares in Q3 2018, an estimated $138K.
- Ladenburg Thalmann Financial Services first reported a position in Financial Engines, Inc. in Q2 2013 and held it in 20 quarters.
- Ladenburg Thalmann Financial Services's Financial Engines, Inc. position peaked at $138K in Q2 2018.
- 0 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q3 2018.
Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2018, filed 14 Nov 2018.