RWG
FNGN

Regal Wealth Group’s Financial Engines, Inc. FNGN Stock Holding History

Regal Wealth Group’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
2016
Q3 		– Sell
-48
Closed -$1K – 214
2016
Q2 		$1K Hold
48
– – ﹤0.01% 207
2016
Q1 		$2K Hold
48
– – ﹤0.01% 181
2015
Q4 		$2K Buy
+48
New +$1.59K ﹤0.01% 175

Other funds holding FNGN

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Regal Wealth Group's FNGN Position: Q3 2016 in Review

Regal Wealth Group sold out of Financial Engines, Inc. (FNGN) in Q3 2016, closing a stake of 48 shares — an estimated $1K sold.

Regal Wealth Group first reported a position in FNGN in Q4 2015 and held it in 3 quarters. The position peaked at $2K in Q1 2016. 167 funds tracked by Wall St. Rank hold FNGN as of Q3 2016.

  • Regal Wealth Group reported no remaining Financial Engines, Inc. position as of Q3 2016 after selling out during the quarter.
  • Regal Wealth Group sold 48 Financial Engines, Inc. shares in Q3 2016, an estimated $1K.
  • Regal Wealth Group first reported a position in Financial Engines, Inc. in Q4 2015 and held it in 3 quarters.
  • Regal Wealth Group's Financial Engines, Inc. position peaked at $2K in Q1 2016.
  • 167 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q3 2016.

Based on Regal Wealth Group's 13F filing for Q3 2016, filed 18 Aug 2017.