RFA
FNGN

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

Reilly Financial 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
2014
Q1 		– Sell
-93
Closed -$6K – 887
2013
Q4 		$6K Buy
+93
New +$5.72K ﹤0.01% 653

Other funds holding FNGN

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Reilly Financial Advisors's FNGN Position: Q1 2014 in Review

Reilly Financial Advisors sold out of Financial Engines, Inc. (FNGN) in Q1 2014, closing a stake of 93 shares — an estimated $6K sold.

Reilly Financial Advisors first reported a position in FNGN in Q4 2013 and held it in 1 quarter. The position peaked at $6K in Q4 2013. 199 funds tracked by Wall St. Rank hold FNGN as of Q1 2014.

  • Reilly Financial Advisors reported no remaining Financial Engines, Inc. position as of Q1 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 93 Financial Engines, Inc. shares in Q1 2014, an estimated $6K.
  • Reilly Financial Advisors first reported a position in Financial Engines, Inc. in Q4 2013 and held it in 1 quarter.
  • Reilly Financial Advisors's Financial Engines, Inc. position peaked at $6K in Q4 2013.
  • 199 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q1 2014.

Based on Reilly Financial Advisors's 13F filing for Q1 2014, filed 23 Apr 2014.