SIM
FNGN

Sonora Investment Management’s Financial Engines, Inc. FNGN Stock Holding History

Sonora Investment Management’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
-44
Closed -$1K – 1252
2015
Q3 		$1K Buy
+44
New +$1.64K ﹤0.01% 1067

Other funds holding FNGN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Sonora Investment Management's FNGN Position: Q4 2015 in Review

Sonora Investment Management sold out of Financial Engines, Inc. (FNGN) in Q4 2015, closing a stake of 44 shares — an estimated $1K sold.

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

  • Sonora Investment Management reported no remaining Financial Engines, Inc. position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 44 Financial Engines, Inc. shares in Q4 2015, an estimated $1K.
  • Sonora Investment Management first reported a position in Financial Engines, Inc. in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Financial Engines, Inc. position peaked at $1K in Q3 2015.
  • 173 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.