Morgan Stanley’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 |
-168,275
| Closed | -$7.55M | – | 6979 |
|
|
2018
Q2 | $7.55M | Buy |
168,275
+30,061
| +22% | +$1.24M | ﹤0.01% | 2688 |
|
|
2018
Q1 | $4.84M | Buy |
138,214
+12,842
| +10% | +$403K | ﹤0.01% | 3059 |
|
|
2017
Q4 | $3.8M | Buy |
125,372
+14,030
| +13% | +$441K | ﹤0.01% | 3394 |
|
|
2017
Q3 | $3.87M | Buy |
111,342
+6,866
| +7% | +$239K | ﹤0.01% | 3240 |
|
|
2017
Q2 | $3.82M | Sell |
104,476
-8,053
| -7% | -$321K | ﹤0.01% | 3162 |
|
|
2017
Q1 | $4.9M | Sell |
112,529
-45,251
| -29% | -$1.81M | ﹤0.01% | 2882 |
|
|
2016
Q4 | $5.8M | Sell |
157,780
-297,340
| -65% | -$9.57M | ﹤0.01% | 2843 |
|
|
2016
Q3 | $13.5M | Sell |
455,120
-3,620
| -0.8% | -$105K | ﹤0.01% | 1763 |
|
|
2016
Q2 | $11.9M | Sell |
458,740
-300,234
| -40% | -$8.63M | ﹤0.01% | 1835 |
|
|
2016
Q1 | $23.9M | Sell |
758,974
-157,055
| -17% | -$4.36M | 0.01% | 1210 |
|
|
2015
Q4 | $30.8M | Sell |
916,029
-238,450
| -21% | -$7.91M | 0.01% | 1105 |
|
|
2015
Q3 | $34M | Sell |
1,154,479
-66,478
| -5% | -$2.48M | 0.01% | 1019 |
|
|
2015
Q2 | $51.9M | Sell |
1,220,957
-301,423
| -20% | -$12.8M | 0.02% | 842 |
|
|
2015
Q1 | $63.7M | Sell |
1,522,380
-100,839
| -6% | -$3.98M | 0.02% | 713 |
|
|
2014
Q4 | $59.3M | Sell |
1,623,219
-309,592
| -16% | -$10.7M | 0.02% | 758 |
|
|
2014
Q3 | $66.1M | Buy |
1,932,811
+94,085
| +5% | +$3.47M | 0.03% | 695 |
|
|
2014
Q2 | $83.3M | Buy |
1,838,726
+207,850
| +13% | +$9.3M | 0.03% | 580 |
|
|
2014
Q1 | $82.8M | Buy |
1,630,876
+1,043,855
| +178% | +$62.8M | 0.03% | 540 |
|
|
2013
Q4 | $40.8M | Buy |
587,021
+34,398
| +6% | +$2.12M | 0.02% | 849 |
|
|
2013
Q3 | $32.8M | Sell |
552,623
-62,633
| -10% | -$3.33M | 0.02% | 897 |
|
|
2013
Q2 | $28M | Buy |
+615,256
| New | +$24.7M | 0.01% | 948 |
|
Morgan Stanley's FNGN Position: Q3 2018 in Review
Morgan Stanley sold out of Financial Engines, Inc. (FNGN) in Q3 2018, closing a stake of 168,275 shares — an estimated $7.55M sold.
Morgan Stanley first reported a position in FNGN in Q2 2013 and held it in 21 quarters. The position peaked at $83.3M in Q2 2014. 0 funds tracked by Wall St. Rank hold FNGN as of Q3 2018.
- Morgan Stanley reported no remaining Financial Engines, Inc. position as of Q3 2018 after selling out during the quarter.
- Morgan Stanley sold 168,275 Financial Engines, Inc. shares in Q3 2018, an estimated $7.55M.
- Morgan Stanley first reported a position in Financial Engines, Inc. in Q2 2013 and held it in 21 quarters.
- Morgan Stanley's Financial Engines, Inc. position peaked at $83.3M in Q2 2014.
- 0 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q3 2018.
Based on Morgan Stanley's 13F filing for Q3 2018, filed 14 Nov 2018.