Oppenheimer Asset Management’s Financial Engines, Inc. FNGN Stock Holding History

Oppenheimer Asset 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
2018 Q2	–	Sell	-7,377	Closed	-$258K	–	1193
2018 Q1	$258K	Sell	7,377 -14,420	-66%	-$452K	0.01%	982
2017 Q4	$757K	Hold	21,797	–	–	0.02%	682
2017 Q3	$757K	Sell	21,797 -5,367	-20%	-$187K	0.02%	685
2017 Q2	$994K	Sell	27,164 -1,055	-4%	-$42.1K	0.03%	583
2017 Q1	$1.23M	Buy	+28,219	New	+$1.13M	0.04%	507

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

Oppenheimer Asset Management's FNGN Position: Q2 2018 in Review

Oppenheimer Asset Management sold out of Financial Engines, Inc. (FNGN) in Q2 2018, closing a stake of 7,377 shares — an estimated $258K sold.

Oppenheimer Asset Management first reported a position in FNGN in Q1 2017 and held it in 5 quarters. The position peaked at $1.23M in Q1 2017. 172 funds tracked by Wall St. Rank hold FNGN as of Q2 2018.

Oppenheimer Asset Management reported no remaining Financial Engines, Inc. position as of Q2 2018 after selling out during the quarter.
Oppenheimer Asset Management sold 7,377 Financial Engines, Inc. shares in Q2 2018, an estimated $258K.
Oppenheimer Asset Management first reported a position in Financial Engines, Inc. in Q1 2017 and held it in 5 quarters.
Oppenheimer Asset Management's Financial Engines, Inc. position peaked at $1.23M in Q1 2017.
172 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q2 2018.

Based on Oppenheimer Asset Management's 13F filing for Q2 2018, filed 10 Aug 2018.