SSG
FNGN

Summit Securities Group’s Financial Engines, Inc. FNGN Stock Holding History

Summit Securities Group’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
2016
Q2 		– Sell
-16,691
Closed -$525K – 314
2016
Q1 		$525K Buy
+16,691
New +$463K 0.37% 62
2013
Q3 		– Sell
-100
Closed -$5K – 625
2013
Q2 		$5K Buy
+100
New +$4.02K ﹤0.01% 403

Other funds holding FNGN

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Summit Securities Group's FNGN Position: Q2 2016 in Review

Summit Securities Group sold out of Financial Engines, Inc. (FNGN) in Q2 2016, closing a stake of 16,691 shares — an estimated $525K sold.

Summit Securities Group first reported a position in FNGN in Q2 2013 and held it in 2 quarters. The position peaked at $525K in Q1 2016. 168 funds tracked by Wall St. Rank hold FNGN as of Q2 2016.

  • Summit Securities Group reported no remaining Financial Engines, Inc. position as of Q2 2016 after selling out during the quarter.
  • Summit Securities Group sold 16,691 Financial Engines, Inc. shares in Q2 2016, an estimated $525K.
  • Summit Securities Group first reported a position in Financial Engines, Inc. in Q2 2013 and held it in 2 quarters.
  • Summit Securities Group's Financial Engines, Inc. position peaked at $525K in Q1 2016.
  • 168 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q2 2016.

Based on Summit Securities Group's 13F filing for Q2 2016, filed 12 Aug 2016.