Placemark Investments’s Financial Engines, Inc. FNGN Stock Holding History

Placemark Investments’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 Q4	$665K	Sell	18,216 -961	-5%	-$33.3K	0.01%	1060
2014 Q3	$656K	Sell	19,177 -2,871	-13%	-$106K	0.01%	1063
2014 Q2	$1M	Sell	22,048 -1,520	-6%	-$68K	0.02%	869
2014 Q1	$1.2M	Buy	23,568 +750	+3%	+$45.2K	0.02%	740
2013 Q4	$1.58M	Buy	22,818 +281	+1%	+$17.3K	0.03%	655
2013 Q3	$1.34M	Buy	22,537 +321	+1%	+$17.1K	0.03%	668
2013 Q2	$1.01M	Buy	+22,216	New	+$892K	0.02%	750

Other funds holding FNGN

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Placemark Investments's FNGN Position: Q4 2014 in Review

Placemark Investments reduced its Financial Engines, Inc. (FNGN) stake by 5% in Q4 2014, selling an estimated $33.3K and leaving 18,216 shares worth $665K. The position accounts for 0.01% of the portfolio, ranked #1060.

Placemark Investments first reported a position in FNGN in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.58M in Q4 2013. 176 funds tracked by Wall St. Rank hold FNGN as of Q4 2014.

Placemark Investments held 18,216 shares of Financial Engines, Inc. worth $665K as of Q4 2014.
Placemark Investments sold 961 Financial Engines, Inc. shares in Q4 2014, an estimated $33.3K.
Financial Engines, Inc. made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1060 holding.
Placemark Investments first reported a position in Financial Engines, Inc. in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's Financial Engines, Inc. position peaked at $1.58M in Q4 2013.
176 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.