RIA
FNGN

Regal Investment Advisors’s Financial Engines, Inc. FNGN Stock Holding History

Regal Investment Advisors’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
2013
Q4 		– Sell
-102
Closed -$6K – 1001
2013
Q3 		$6K Hold
102
– – ﹤0.01% 694
2013
Q2 		$5K Buy
+102
New +$4.1K ﹤0.01% 712

Other funds holding FNGN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Regal Investment Advisors's FNGN Position: Q4 2013 in Review

Regal Investment Advisors sold out of Financial Engines, Inc. (FNGN) in Q4 2013, closing a stake of 102 shares — an estimated $6K sold.

Regal Investment Advisors first reported a position in FNGN in Q2 2013 and held it in 2 quarters. The position peaked at $6K in Q3 2013. 222 funds tracked by Wall St. Rank hold FNGN as of Q4 2013.

  • Regal Investment Advisors reported no remaining Financial Engines, Inc. position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 102 Financial Engines, Inc. shares in Q4 2013, an estimated $6K.
  • Regal Investment Advisors first reported a position in Financial Engines, Inc. in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Financial Engines, Inc. position peaked at $6K in Q3 2013.
  • 222 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.