SI
FNGN

Stephens Inc’s Financial Engines, Inc. FNGN Stock Holding History

Stephens Inc’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
Q2 		– Sell
-4,135
Closed -$210K – 875
2014
Q1 		$210K Buy
4,135
+95
+2% +$5.72K 0.01% 692
2013
Q4 		$281K Sell
4,040
-540
-12% -$33.2K 0.01% 669
2013
Q3 		$272K Sell
4,580
-30
-0.7% -$1.6K 0.01% 625
2013
Q2 		$210K Buy
+4,610
New +$185K 0.01% 635

Other funds holding FNGN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Stephens Inc's FNGN Position: Q2 2014 in Review

Stephens Inc sold out of Financial Engines, Inc. (FNGN) in Q2 2014, closing a stake of 4,135 shares — an estimated $210K sold.

Stephens Inc first reported a position in FNGN in Q2 2013 and held it in 4 quarters. The position peaked at $281K in Q4 2013. 189 funds tracked by Wall St. Rank hold FNGN as of Q2 2014.

  • Stephens Inc reported no remaining Financial Engines, Inc. position as of Q2 2014 after selling out during the quarter.
  • Stephens Inc sold 4,135 Financial Engines, Inc. shares in Q2 2014, an estimated $210K.
  • Stephens Inc first reported a position in Financial Engines, Inc. in Q2 2013 and held it in 4 quarters.
  • Stephens Inc's Financial Engines, Inc. position peaked at $281K in Q4 2013.
  • 189 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q2 2014.

Based on Stephens Inc's 13F filing for Q2 2014, filed 15 Aug 2014.