Needham Investment Management’s Financial Engines, Inc. FNGN Stock Holding History

Needham Investment 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
2018 Q2	–	Sell	-60,000	Closed	-$2.1M	–	100
2018 Q1	$2.1M	Sell	60,000 -38,550	-39%	-$1.21M	0.6%	47
2017 Q4	$2.99M	Sell	98,550 -30,000	-23%	-$942K	0.79%	40
2017 Q3	$4.47M	Sell	128,550 -31,000	-19%	-$1.08M	1.13%	31
2017 Q2	$5.84M	Hold	159,550	–	–	1.55%	23
2017 Q1	$6.95M	Sell	159,550 -50,450	-24%	-$2.02M	1.79%	20
2016 Q4	$7.72M	Sell	210,000 -5,000	-2%	-$161K	1.97%	20
2016 Q3	$6.39M	Hold	215,000	–	–	1.69%	21
2016 Q2	$5.56M	Sell	215,000 -15,500	-7%	-$446K	1.54%	23
2016 Q1	$7.25M	Hold	230,500	–	–	1.89%	19
2015 Q4	$7.76M	Sell	230,500 -2,000	-0.9%	-$66.4K	1.93%	18
2015 Q3	$6.85M	Hold	232,500	–	–	1.72%	20
2015 Q2	$9.88M	Hold	232,500	–	–	2.14%	14
2015 Q1	$9.73M	Hold	232,500	–	–	2.07%	15
2014 Q4	$8.5M	Hold	232,500	–	–	1.79%	17
2014 Q3	$7.96M	Hold	232,500	–	–	1.76%	17
2014 Q2	$10.5M	Hold	232,500	–	–	2.2%	14
2014 Q1	$11.8M	Sell	232,500 -4,000	-2%	-$241K	2.5%	10
2013 Q4	$16.4M	Sell	236,500 -9,400	-4%	-$578K	3.4%	6
2013 Q3	$14.6M	Hold	245,900	–	–	3.27%	5
2013 Q2	$11.2M	Buy	+245,900	New	+$9.88M	2.62%	9

Other funds holding FNGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ACH

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

CIP

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

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

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

SDJVC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Needham Investment Management's FNGN Position: Q2 2018 in Review

Needham Investment Management sold out of Financial Engines, Inc. (FNGN) in Q2 2018, closing a stake of 60,000 shares — an estimated $2.1M sold.

Needham Investment Management first reported a position in FNGN in Q2 2013 and held it in 20 quarters. The position peaked at $16.4M in Q4 2013. 172 funds tracked by Wall St. Rank hold FNGN as of Q2 2018.

Needham Investment Management reported no remaining Financial Engines, Inc. position as of Q2 2018 after selling out during the quarter.
Needham Investment Management sold 60,000 Financial Engines, Inc. shares in Q2 2018, an estimated $2.1M.
Needham Investment Management first reported a position in Financial Engines, Inc. in Q2 2013 and held it in 20 quarters.
Needham Investment Management's Financial Engines, Inc. position peaked at $16.4M in Q4 2013.
172 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q2 2018.

Based on Needham Investment Management's 13F filing for Q2 2018, filed 14 Aug 2018.