MTIP
FNGN

Magee Thomson Investment Partners’s Financial Engines, Inc. FNGN Stock Holding History

Magee Thomson Investment Partners’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
2014
Q3 		– Sell
-3,853
Closed -$175K – 162
2014
Q2 		$175K Hold
3,853
– – 0.04% 71
2014
Q1 		$196K Sell
3,853
-1,512
-28% -$91K 0.04% 65
2013
Q4 		$374K Hold
5,365
– – 0.08% 33
2013
Q3 		$318K Buy
5,365
+958
+22% +$51K 0.06% 38
2013
Q2 		$201K Buy
+4,407
New +$177K 0.05% 63

Other funds holding FNGN

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Magee Thomson Investment Partners's FNGN Position: Q3 2014 in Review

Magee Thomson Investment Partners sold out of Financial Engines, Inc. (FNGN) in Q3 2014, closing a stake of 3,853 shares — an estimated $175K sold.

Magee Thomson Investment Partners first reported a position in FNGN in Q2 2013 and held it in 5 quarters. The position peaked at $374K in Q4 2013. 175 funds tracked by Wall St. Rank hold FNGN as of Q3 2014.

  • Magee Thomson Investment Partners reported no remaining Financial Engines, Inc. position as of Q3 2014 after selling out during the quarter.
  • Magee Thomson Investment Partners sold 3,853 Financial Engines, Inc. shares in Q3 2014, an estimated $175K.
  • Magee Thomson Investment Partners first reported a position in Financial Engines, Inc. in Q2 2013 and held it in 5 quarters.
  • Magee Thomson Investment Partners's Financial Engines, Inc. position peaked at $374K in Q4 2013.
  • 175 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q3 2014.

Based on Magee Thomson Investment Partners's 13F filing for Q3 2014, filed 5 Nov 2014.