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

Simon Quick 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
2017 Q4	–	Sell	-216	Closed	-$8K	–	629
2017 Q3	$8K	Hold	216	–	–	﹤0.01%	442
2017 Q2	$8K	Sell	216 -73	-25%	-$2.91K	﹤0.01%	250
2017 Q1	$13K	Buy	+289	New	+$11.6K	0.01%	244

Other funds holding FNGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

CIP

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

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Simon Quick Advisors's FNGN Position: Q4 2017 in Review

Simon Quick Advisors sold out of Financial Engines, Inc. (FNGN) in Q4 2017, closing a stake of 216 shares — an estimated $8K sold.

Simon Quick Advisors first reported a position in FNGN in Q1 2017 and held it in 3 quarters. The position peaked at $13K in Q1 2017. 191 funds tracked by Wall St. Rank hold FNGN as of Q4 2017.

Simon Quick Advisors reported no remaining Financial Engines, Inc. position as of Q4 2017 after selling out during the quarter.
Simon Quick Advisors sold 216 Financial Engines, Inc. shares in Q4 2017, an estimated $8K.
Simon Quick Advisors first reported a position in Financial Engines, Inc. in Q1 2017 and held it in 3 quarters.
Simon Quick Advisors's Financial Engines, Inc. position peaked at $13K in Q1 2017.
191 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q4 2017.

Based on Simon Quick Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.