NIM
FNGN

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

Quarter Market Value Status Shares Shares
Change %
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% -$1.35M 0.6% 47
2017
Q4
$2.99M Sell
98,550
-30,000
-23% -$909K 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% -$2.2M 1.79% 20
2016
Q4
$7.72M Sell
210,000
-5,000
-2% -$184K 1.97% 20
2016
Q3
$6.39M Hold
215,000
1.69% 21
2016
Q2
$5.56M Sell
215,000
-15,500
-7% -$401K 1.54% 23
2016
Q1
$7.25M Hold
230,500
1.89% 19
2015
Q4
$7.76M Sell
230,500
-2,000
-0.9% -$67.3K 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% -$203K 2.5% 10
2013
Q4
$16.4M Sell
236,500
-9,400
-4% -$653K 3.4% 6
2013
Q3
$14.6M Hold
245,900
3.27% 5
2013
Q2
$11.2M Buy
+245,900
New +$11.2M 2.62% 9