Mackenzie Financial’s Financial Engines, Inc. FNGN Stock Holding History

Mackenzie Financial’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
2015 Q3	–	Sell	-15,855	Closed	-$674K	–	856
2015 Q2	$674K	Sell	15,855 -13,239	-46%	-$563K	﹤0.01%	625
2015 Q1	$1.22M	Sell	29,094 -6,522	-18%	-$257K	0.01%	515
2014 Q4	$1.3M	Buy	35,616 +14,525	+69%	+$503K	0.01%	492
2014 Q3	$722K	Buy	21,091 +8,611	+69%	+$317K	﹤0.01%	568
2014 Q2	$565K	Sell	12,480 -7,276	-37%	-$325K	﹤0.01%	576
2014 Q1	$1M	Buy	19,756 +6,325	+47%	+$381K	﹤0.01%	498
2013 Q4	$933K	Sell	13,431 -2,342	-15%	-$144K	﹤0.01%	505
2013 Q3	$938K	Sell	15,773 -11,633	-42%	-$619K	﹤0.01%	490
2013 Q2	$1.25M	Buy	+27,406	New	+$1.1M	0.01%	457

Other funds holding FNGN

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SDJVC

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Mackenzie Financial's FNGN Position: Q3 2015 in Review

Mackenzie Financial sold out of Financial Engines, Inc. (FNGN) in Q3 2015, closing a stake of 15,855 shares — an estimated $674K sold.

Mackenzie Financial first reported a position in FNGN in Q2 2013 and held it in 9 quarters. The position peaked at $1.3M in Q4 2014. 165 funds tracked by Wall St. Rank hold FNGN as of Q3 2015.

Mackenzie Financial reported no remaining Financial Engines, Inc. position as of Q3 2015 after selling out during the quarter.
Mackenzie Financial sold 15,855 Financial Engines, Inc. shares in Q3 2015, an estimated $674K.
Mackenzie Financial first reported a position in Financial Engines, Inc. in Q2 2013 and held it in 9 quarters.
Mackenzie Financial's Financial Engines, Inc. position peaked at $1.3M in Q4 2014.
165 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q3 2015.

Based on Mackenzie Financial's 13F filing for Q3 2015, filed 13 Nov 2015.