Mount Lucas Management’s Financial Engines, Inc. FNGN Stock Holding History

Mount Lucas 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
2014 Q4	–	Sell	-3,035	Closed	-$104K	–	107
2014 Q3	$104K	Buy	3,035 +260	+9%	+$9.58K	0.02%	90
2014 Q2	$126K	Sell	2,775 -856	-24%	-$38.3K	0.02%	110
2014 Q1	$184K	Sell	3,631 -107	-3%	-$6.44K	0.03%	85
2013 Q4	$260K	Buy	+3,738	New	+$230K	0.06%	81

Other funds holding FNGN

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Lucas Management's FNGN Position: Q4 2014 in Review

Mount Lucas Management sold out of Financial Engines, Inc. (FNGN) in Q4 2014, closing a stake of 3,035 shares — an estimated $104K sold.

Mount Lucas Management first reported a position in FNGN in Q4 2013 and held it in 4 quarters. The position peaked at $260K in Q4 2013. 176 funds tracked by Wall St. Rank hold FNGN as of Q4 2014.

Mount Lucas Management reported no remaining Financial Engines, Inc. position as of Q4 2014 after selling out during the quarter.
Mount Lucas Management sold 3,035 Financial Engines, Inc. shares in Q4 2014, an estimated $104K.
Mount Lucas Management first reported a position in Financial Engines, Inc. in Q4 2013 and held it in 4 quarters.
Mount Lucas Management's Financial Engines, Inc. position peaked at $260K in Q4 2013.
176 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q4 2014.

Based on Mount Lucas Management's 13F filing for Q4 2014, filed 17 Feb 2015.