LCM
FNGN

Lee Capital Management’s Financial Engines, Inc. FNGN Stock Holding History

Lee Capital 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
2017
Q4 		– Sell
-21,500
Closed -$747K – 88
2017
Q3 		$747K Buy
+21,500
New +$748K 0.6% 60

Other funds holding FNGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Lee Capital Management's FNGN Position: Q4 2017 in Review

Lee Capital Management sold out of Financial Engines, Inc. (FNGN) in Q4 2017, closing a stake of 21,500 shares — an estimated $747K sold.

Lee Capital Management first reported a position in FNGN in Q3 2017 and held it in 1 quarter. The position peaked at $747K in Q3 2017. 191 funds tracked by Wall St. Rank hold FNGN as of Q4 2017.

  • Lee Capital Management reported no remaining Financial Engines, Inc. position as of Q4 2017 after selling out during the quarter.
  • Lee Capital Management sold 21,500 Financial Engines, Inc. shares in Q4 2017, an estimated $747K.
  • Lee Capital Management first reported a position in Financial Engines, Inc. in Q3 2017 and held it in 1 quarter.
  • Lee Capital Management's Financial Engines, Inc. position peaked at $747K in Q3 2017.
  • 191 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q4 2017.

Based on Lee Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.