Neuburgh Advisers’s Financial Engines, Inc. FNGN Stock Holding History

Neuburgh Advisers’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	-13,498	Closed	-$473K	–	928
2018 Q1	$473K	Sell	13,498 -14,144	-51%	-$444K	0.02%	425
2017 Q4	$837K	Sell	27,642 -10,608	-28%	-$333K	0.03%	315
2017 Q3	$1.33M	Sell	38,250 -1,122	-3%	-$39K	0.05%	237
2017 Q2	$1.44M	Sell	39,372 -8,160	-17%	-$325K	0.05%	219
2017 Q1	$2.07M	Buy	47,532 +374	+0.8%	+$15K	0.08%	185
2016 Q4	$1.73M	Buy	+47,158	New	+$1.52M	0.08%	177

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

Neuburgh Advisers's FNGN Position: Q2 2018 in Review

Neuburgh Advisers sold out of Financial Engines, Inc. (FNGN) in Q2 2018, closing a stake of 13,498 shares — an estimated $473K sold.

Neuburgh Advisers first reported a position in FNGN in Q4 2016 and held it in 6 quarters. The position peaked at $2.07M in Q1 2017. 172 funds tracked by Wall St. Rank hold FNGN as of Q2 2018.

Neuburgh Advisers reported no remaining Financial Engines, Inc. position as of Q2 2018 after selling out during the quarter.
Neuburgh Advisers sold 13,498 Financial Engines, Inc. shares in Q2 2018, an estimated $473K.
Neuburgh Advisers first reported a position in Financial Engines, Inc. in Q4 2016 and held it in 6 quarters.
Neuburgh Advisers's Financial Engines, Inc. position peaked at $2.07M in Q1 2017.
172 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q2 2018.

Based on Neuburgh Advisers's 13F filing for Q2 2018, filed 10 Aug 2018.