Steward Partners Investment Advisory’s Financial Engines, Inc. FNGN Stock Holding History

Steward Partners Investment Advisory’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	-594	Closed	-$20K	–	2010
2017 Q3	$20K	Hold	594	–	–	﹤0.01%	946
2017 Q2	$21K	Hold	594	–	–	﹤0.01%	859
2017 Q1	$25K	Sell	594 -170	-22%	-$6.8K	﹤0.01%	706
2016 Q4	$28K	Buy	+764	New	+$24.6K	0.01%	409

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

Steward Partners Investment Advisory's FNGN Position: Q4 2017 in Review

Steward Partners Investment Advisory sold out of Financial Engines, Inc. (FNGN) in Q4 2017, closing a stake of 594 shares — an estimated $20K sold.

Steward Partners Investment Advisory first reported a position in FNGN in Q4 2016 and held it in 4 quarters. The position peaked at $28K in Q4 2016. 191 funds tracked by Wall St. Rank hold FNGN as of Q4 2017.

Steward Partners Investment Advisory reported no remaining Financial Engines, Inc. position as of Q4 2017 after selling out during the quarter.
Steward Partners Investment Advisory sold 594 Financial Engines, Inc. shares in Q4 2017, an estimated $20K.
Steward Partners Investment Advisory first reported a position in Financial Engines, Inc. in Q4 2016 and held it in 4 quarters.
Steward Partners Investment Advisory's Financial Engines, Inc. position peaked at $28K in Q4 2016.
191 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q4 2017.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2017, filed 19 Jan 2018.