SFP
FNGN

Santa Fe Partners’s Financial Engines, Inc. FNGN Stock Holding History

Santa Fe Partners’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
Q4 		– Sell
-15,107
Closed -$519K – 641
2014
Q3 		$519K Buy
+15,107
New +$557K 0.08% 377
2014
Q1 		– Sell
-19,394
Closed -$1.35M – 624
2013
Q4 		$1.35M Buy
+19,394
New +$1.19M 0.22% 186
2013
Q3 		– Sell
-8,041
Closed -$367K – 636
2013
Q2 		$367K Buy
+8,041
New +$323K 0.07% 390

Other funds holding FNGN

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Santa Fe Partners's FNGN Position: Q4 2014 in Review

Santa Fe Partners sold out of Financial Engines, Inc. (FNGN) in Q4 2014, closing a stake of 15,107 shares — an estimated $519K sold.

Santa Fe Partners first reported a position in FNGN in Q2 2013 and held it in 3 quarters. The position peaked at $1.35M in Q4 2013. 176 funds tracked by Wall St. Rank hold FNGN as of Q4 2014.

  • Santa Fe Partners reported no remaining Financial Engines, Inc. position as of Q4 2014 after selling out during the quarter.
  • Santa Fe Partners sold 15,107 Financial Engines, Inc. shares in Q4 2014, an estimated $519K.
  • Santa Fe Partners first reported a position in Financial Engines, Inc. in Q2 2013 and held it in 3 quarters.
  • Santa Fe Partners's Financial Engines, Inc. position peaked at $1.35M in Q4 2013.
  • 176 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q4 2014.

Based on Santa Fe Partners's 13F filing for Q4 2014, filed 13 Feb 2015.