OMT Capital Management’s Financial Engines, Inc. FNGN Stock Holding History

OMT Capital 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
2015 Q4	$1.13M	Sell	33,560 -33,770	-50%	-$1.12M	2.15%	20
2015 Q3	$1.98M	Hold	67,330	–	–	2.42%	21
2015 Q2	$2.86M	Sell	67,330 -15,350	-19%	-$652K	3.01%	17
2015 Q1	$3.46M	Buy	82,680 +44,750	+118%	+$1.76M	3.14%	16
2014 Q4	$1.39M	Buy	+37,930	New	+$1.31M	1.19%	28
2013 Q3	–	Sell	-70,630	Closed	-$3.22M	–	36
2013 Q2	$3.22M	Buy	+70,630	New	+$2.84M	1.09%	30

Other funds holding FNGN

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

OMT Capital Management's FNGN Position: Q4 2015 in Review

OMT Capital Management reduced its Financial Engines, Inc. (FNGN) stake by 50% in Q4 2015, selling an estimated $1.12M and leaving 33,560 shares worth $1.13M. The position accounts for 2.15% of the portfolio, ranked #20.

OMT Capital Management first reported a position in FNGN in Q2 2013 and has held it in 6 quarters since. The position peaked at $3.46M in Q1 2015. 173 funds tracked by Wall St. Rank hold FNGN as of Q4 2015.

OMT Capital Management held 33,560 shares of Financial Engines, Inc. worth $1.13M as of Q4 2015.
OMT Capital Management sold 33,770 Financial Engines, Inc. shares in Q4 2015, an estimated $1.12M.
Financial Engines, Inc. made up 2.15% of OMT Capital Management's portfolio in Q4 2015, its #20 holding.
OMT Capital Management first reported a position in Financial Engines, Inc. in Q2 2013 and has held it in 6 quarters since.
OMT Capital Management's Financial Engines, Inc. position peaked at $3.46M in Q1 2015.
173 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q4 2015.

Based on OMT Capital Management's 13F filing for Q4 2015, filed 16 Feb 2016.