NFG
FNGN

Next Financial Group’s Financial Engines, Inc. FNGN Stock Holding History

Next Financial Group’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
2015
Q4 		– Sell
-44
Closed -$1.46K – 2014
2015
Q3 		$1K Hold
44
– – ﹤0.01% 1782
2015
Q2 		$1K Hold
44
– – ﹤0.01% 1813
2015
Q1 		$1K Hold
44
– – ﹤0.01% 1819
2014
Q4 		$2K Hold
44
– – ﹤0.01% 1765
2014
Q3 		$2K Hold
44
– – ﹤0.01% 2365
2014
Q2 		$2K Buy
+44
New +$1.97K ﹤0.01% 1098

Other funds holding FNGN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Next Financial Group's FNGN Position: Q4 2015 in Review

Next Financial Group sold out of Financial Engines, Inc. (FNGN) in Q4 2015, closing a stake of 44 shares — an estimated $1.46K sold.

Next Financial Group first reported a position in FNGN in Q2 2014 and held it in 6 quarters. The position peaked at $2K in Q4 2014. 173 funds tracked by Wall St. Rank hold FNGN as of Q4 2015.

  • Next Financial Group reported no remaining Financial Engines, Inc. position as of Q4 2015 after selling out during the quarter.
  • Next Financial Group sold 44 Financial Engines, Inc. shares in Q4 2015, an estimated $1.46K.
  • Next Financial Group first reported a position in Financial Engines, Inc. in Q2 2014 and held it in 6 quarters.
  • Next Financial Group's Financial Engines, Inc. position peaked at $2K in Q4 2014.
  • 173 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q4 2015.

Based on Next Financial Group's 13F filing for Q4 2015, filed 2 Feb 2016.