SKK
FNGN

Shepherd Kaplan Krochuk’s Financial Engines, Inc. FNGN Stock Holding History

Shepherd Kaplan Krochuk’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
-3,000
Closed -$208K – 672
2013
Q4 		$208K Buy
+3,000
New +$185K 0.03% 431

Other funds holding FNGN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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

Shepherd Kaplan Krochuk's FNGN Position: Q1 2014 in Review

Shepherd Kaplan Krochuk sold out of Financial Engines, Inc. (FNGN) in Q1 2014, closing a stake of 3,000 shares — an estimated $208K sold.

Shepherd Kaplan Krochuk first reported a position in FNGN in Q4 2013 and held it in 1 quarter. The position peaked at $208K in Q4 2013. 199 funds tracked by Wall St. Rank hold FNGN as of Q1 2014.

  • Shepherd Kaplan Krochuk reported no remaining Financial Engines, Inc. position as of Q1 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 3,000 Financial Engines, Inc. shares in Q1 2014, an estimated $208K.
  • Shepherd Kaplan Krochuk first reported a position in Financial Engines, Inc. in Q4 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Financial Engines, Inc. position peaked at $208K in Q4 2013.
  • 199 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q1 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2014, filed 15 May 2014.