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

Ropes Wealth 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
2015 Q4	–	Sell	-2,228	Closed	-$66K	–	551
2015 Q3	$66K	Buy	+2,228	New	+$83K	0.03%	226

Other funds holding FNGN

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Ropes Wealth Advisors's FNGN Position: Q4 2015 in Review

Ropes Wealth Advisors sold out of Financial Engines, Inc. (FNGN) in Q4 2015, closing a stake of 2,228 shares — an estimated $66K sold.

Ropes Wealth Advisors first reported a position in FNGN in Q3 2015 and held it in 1 quarter. The position peaked at $66K in Q3 2015. 173 funds tracked by Wall St. Rank hold FNGN as of Q4 2015.

Ropes Wealth Advisors reported no remaining Financial Engines, Inc. position as of Q4 2015 after selling out during the quarter.
Ropes Wealth Advisors sold 2,228 Financial Engines, Inc. shares in Q4 2015, an estimated $66K.
Ropes Wealth Advisors first reported a position in Financial Engines, Inc. in Q3 2015 and held it in 1 quarter.
Ropes Wealth Advisors's Financial Engines, Inc. position peaked at $66K in Q3 2015.
173 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q4 2015.

Based on Ropes Wealth Advisors's 13F filing for Q4 2015, filed 12 Feb 2016.