NIP
FNGN

Nicholas Investment Partners’s Financial Engines, Inc. FNGN Stock Holding History

Nicholas Investment Partners’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
2014
Q3 		– Sell
-42,030
Closed -$1.9M – 347
2014
Q2 		$1.9M Sell
42,030
-18,328
-30% -$820K 0.11% 241
2014
Q1 		$3.06M Buy
60,358
+9,046
+18% +$545K 0.25% 129
2013
Q4 		$3.56M Buy
51,312
+4,000
+8% +$246K 0.27% 84
2013
Q3 		$2.81M Buy
47,312
+26,478
+127% +$1.41M 0.23% 132
2013
Q2 		$950K Buy
+20,834
New +$837K 0.09% 271

Other funds holding FNGN

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Nicholas Investment Partners's FNGN Position: Q3 2014 in Review

Nicholas Investment Partners sold out of Financial Engines, Inc. (FNGN) in Q3 2014, closing a stake of 42,030 shares — an estimated $1.9M sold.

Nicholas Investment Partners first reported a position in FNGN in Q2 2013 and held it in 5 quarters. The position peaked at $3.56M in Q4 2013. 175 funds tracked by Wall St. Rank hold FNGN as of Q3 2014.

  • Nicholas Investment Partners reported no remaining Financial Engines, Inc. position as of Q3 2014 after selling out during the quarter.
  • Nicholas Investment Partners sold 42,030 Financial Engines, Inc. shares in Q3 2014, an estimated $1.9M.
  • Nicholas Investment Partners first reported a position in Financial Engines, Inc. in Q2 2013 and held it in 5 quarters.
  • Nicholas Investment Partners's Financial Engines, Inc. position peaked at $3.56M in Q4 2013.
  • 175 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q3 2014.

Based on Nicholas Investment Partners's 13F filing for Q3 2014, filed 5 Nov 2014.