MSI Financial Services’s Financial Engines, Inc. FNGN Stock Holding History

MSI Financial Services’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
2016 Q4	$5K	Sell	143 -6	-4%	-$193	﹤0.01%	3192
2016 Q3	$4K	Buy	149 +6	+4%	+$174	﹤0.01%	3283
2016 Q2	$4K	Hold	143	–	–	﹤0.01%	3297
2016 Q1	$4K	Hold	143	–	–	﹤0.01%	3323
2015 Q4	$5K	Buy	143 +88	+160%	+$2.92K	﹤0.01%	3124
2015 Q3	$2K	Buy	+55	New	+$2.05K	﹤0.01%	2846
2015 Q1	–	Sell	-100	Closed	-$4K	–	3208
2014 Q4	$4K	Hold	100	–	–	﹤0.01%	2250
2014 Q3	$3K	Sell	100 -100	-50%	-$3.69K	﹤0.01%	2335
2014 Q2	$9K	Sell	200 -100	-33%	-$4.47K	﹤0.01%	1863
2014 Q1	$15K	Hold	300	–	–	﹤0.01%	1571
2013 Q4	$21K	Buy	+300	New	+$18.5K	﹤0.01%	1385

Other funds holding FNGN

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

BFA

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

SDJVC

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

MSI Financial Services's FNGN Position: Q4 2016 in Review

MSI Financial Services reduced its Financial Engines, Inc. (FNGN) stake by 4% in Q4 2016, selling an estimated $193 and leaving 143 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #3192.

MSI Financial Services first reported a position in FNGN in Q4 2013 and has held it in 11 quarters since. The position peaked at $21K in Q4 2013. 180 funds tracked by Wall St. Rank hold FNGN as of Q4 2016.

MSI Financial Services held 143 shares of Financial Engines, Inc. worth $5K as of Q4 2016.
MSI Financial Services sold 6 Financial Engines, Inc. shares in Q4 2016, an estimated $193.
Financial Engines, Inc. made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3192 holding.
MSI Financial Services first reported a position in Financial Engines, Inc. in Q4 2013 and has held it in 11 quarters since.
MSI Financial Services's Financial Engines, Inc. position peaked at $21K in Q4 2013.
180 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.