QIM
FNGN

Quest Investment Management’s Financial Engines, Inc. FNGN Stock Holding History

Quest Investment 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
2014
Q2 		– Sell
-6,545
Closed -$332K – 236
2014
Q1 		$332K Sell
6,545
-250
-4% -$15.1K 0.03% 173
2013
Q4 		$472K Buy
6,795
+1,930
+40% +$119K 0.04% 135
2013
Q3 		$289K Buy
+4,865
New +$259K 0.02% 179

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Quest Investment Management's FNGN Position: Q2 2014 in Review

Quest Investment Management sold out of Financial Engines, Inc. (FNGN) in Q2 2014, closing a stake of 6,545 shares — an estimated $332K sold.

Quest Investment Management first reported a position in FNGN in Q3 2013 and held it in 3 quarters. The position peaked at $472K in Q4 2013. 189 funds tracked by Wall St. Rank hold FNGN as of Q2 2014.

  • Quest Investment Management reported no remaining Financial Engines, Inc. position as of Q2 2014 after selling out during the quarter.
  • Quest Investment Management sold 6,545 Financial Engines, Inc. shares in Q2 2014, an estimated $332K.
  • Quest Investment Management first reported a position in Financial Engines, Inc. in Q3 2013 and held it in 3 quarters.
  • Quest Investment Management's Financial Engines, Inc. position peaked at $472K in Q4 2013.
  • 189 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q2 2014.

Based on Quest Investment Management's 13F filing for Q2 2014, filed 11 Aug 2014.