STA
FNGN

Summit Trail Advisors’s Financial Engines, Inc. FNGN Stock Holding History

Summit Trail 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
2018
Q1 		– Sell
-1,646
Closed -$49K – 2079
2017
Q4 		$49K Buy
+1,646
New +$51.7K 0.01% 826

Other funds holding FNGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Janus Henderson Group
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Summit Trail Advisors's FNGN Position: Q1 2018 in Review

Summit Trail Advisors sold out of Financial Engines, Inc. (FNGN) in Q1 2018, closing a stake of 1,646 shares — an estimated $49K sold.

Summit Trail Advisors first reported a position in FNGN in Q4 2017 and held it in 1 quarter. The position peaked at $49K in Q4 2017. 195 funds tracked by Wall St. Rank hold FNGN as of Q1 2018.

  • Summit Trail Advisors reported no remaining Financial Engines, Inc. position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 1,646 Financial Engines, Inc. shares in Q1 2018, an estimated $49K.
  • Summit Trail Advisors first reported a position in Financial Engines, Inc. in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Financial Engines, Inc. position peaked at $49K in Q4 2017.
  • 195 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.