Loomis, Sayles & Company
FNGN

Loomis, Sayles & Company’s Financial Engines, Inc. FNGN Stock Holding History

Loomis, Sayles & Company’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
-565,683
Closed -$19.7M – 985
2017
Q3 		$19.7M Sell
565,683
-17,088
-3% -$595K 0.04% 286
2017
Q2 		$21.3M Sell
582,771
-19,742
-3% -$787K 0.05% 241
2017
Q1 		$26.2M Sell
602,513
-13,555
-2% -$543K 0.07% 194
2016
Q4 		$22.6M Sell
616,068
-31,669
-5% -$1.02M 0.06% 232
2016
Q3 		$19.2M Buy
647,737
+165,348
+34% +$4.81M 0.05% 268
2016
Q2 		$12.5M Sell
482,389
-11,736
-2% -$337K 0.03% 389
2016
Q1 		$15.5M Buy
+494,125
New +$13.7M 0.04% 344
2014
Q3 		– Sell
-364,427
Closed -$16.5M – 770
2014
Q2 		$16.5M Sell
364,427
-15,151
-4% -$678K 0.05% 412
2014
Q1 		$19.3M Buy
379,578
+25,908
+7% +$1.56M 0.05% 364
2013
Q4 		$24.6M Sell
353,670
-72,050
-17% -$4.43M 0.07% 271
2013
Q3 		$25.3M Sell
425,720
-110,314
-21% -$5.87M 0.08% 248
2013
Q2 		$24.4K Buy
+536,034
New +$21.5M 0.09% 243

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

Loomis, Sayles & Company's FNGN Position: Q4 2017 in Review

Loomis, Sayles & Company sold out of Financial Engines, Inc. (FNGN) in Q4 2017, closing a stake of 565,683 shares — an estimated $19.7M sold.

Loomis, Sayles & Company first reported a position in FNGN in Q2 2013 and held it in 12 quarters. The position peaked at $26.2M in Q1 2017. 191 funds tracked by Wall St. Rank hold FNGN as of Q4 2017.

  • Loomis, Sayles & Company reported no remaining Financial Engines, Inc. position as of Q4 2017 after selling out during the quarter.
  • Loomis, Sayles & Company sold 565,683 Financial Engines, Inc. shares in Q4 2017, an estimated $19.7M.
  • Loomis, Sayles & Company first reported a position in Financial Engines, Inc. in Q2 2013 and held it in 12 quarters.
  • Loomis, Sayles & Company's Financial Engines, Inc. position peaked at $26.2M in Q1 2017.
  • 191 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q4 2017.

Based on Loomis, Sayles & Company's 13F filing for Q4 2017, filed 14 Feb 2018.