RFS
FNGN

Rockefeller Financial Services’s Financial Engines, Inc. FNGN Stock Holding History

Rockefeller Financial Services’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
2017
Q1 		– Sell
-6,000
Closed -$220K – 519
2016
Q4 		$220K Buy
+6,000
New +$193K ﹤0.01% 319

Other funds holding FNGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

Rockefeller Financial Services's FNGN Position: Q1 2017 in Review

Rockefeller Financial Services sold out of Financial Engines, Inc. (FNGN) in Q1 2017, closing a stake of 6,000 shares — an estimated $220K sold.

Rockefeller Financial Services first reported a position in FNGN in Q4 2016 and held it in 1 quarter. The position peaked at $220K in Q4 2016. 179 funds tracked by Wall St. Rank hold FNGN as of Q1 2017.

  • Rockefeller Financial Services reported no remaining Financial Engines, Inc. position as of Q1 2017 after selling out during the quarter.
  • Rockefeller Financial Services sold 6,000 Financial Engines, Inc. shares in Q1 2017, an estimated $220K.
  • Rockefeller Financial Services first reported a position in Financial Engines, Inc. in Q4 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's Financial Engines, Inc. position peaked at $220K in Q4 2016.
  • 179 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q1 2017.

Based on Rockefeller Financial Services's 13F filing for Q1 2017, filed 28 Apr 2017.