Tortoise Investment Management’s Financial Engines, Inc. FNGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-101
| Closed | -$5K | – | 585 |
|
|
2018
Q2 | $5K | Hold |
101
| – | – | ﹤0.01% | 479 |
|
|
2018
Q1 | $4K | Hold |
101
| – | – | ﹤0.01% | 473 |
|
|
2017
Q4 | $3K | Hold |
101
| – | – | ﹤0.01% | 503 |
|
|
2017
Q3 | $4K | Hold |
101
| – | – | ﹤0.01% | 431 |
|
|
2017
Q2 | $4K | Hold |
101
| – | – | ﹤0.01% | 429 |
|
|
2017
Q1 | $4K | Hold |
101
| – | – | ﹤0.01% | 413 |
|
|
2016
Q4 | $4K | Hold |
101
| – | – | ﹤0.01% | 418 |
|
|
2016
Q3 | $3K | Hold |
101
| – | – | ﹤0.01% | 397 |
|
|
2016
Q2 | $3K | Hold |
101
| – | – | ﹤0.01% | 431 |
|
|
2016
Q1 | $3K | Hold |
101
| – | – | ﹤0.01% | 351 |
|
|
2015
Q4 | $3K | Hold |
101
| – | – | ﹤0.01% | 375 |
|
|
2015
Q3 | $3K | Hold |
101
| – | – | ﹤0.01% | 363 |
|
|
2015
Q2 | $4K | Hold |
101
| – | – | ﹤0.01% | 381 |
|
|
2015
Q1 | $4K | Hold |
101
| – | – | ﹤0.01% | 364 |
|
|
2014
Q4 | $4K | Hold |
101
| – | – | ﹤0.01% | 384 |
|
|
2014
Q3 | $3K | Hold |
101
| – | – | ﹤0.01% | 355 |
|
|
2014
Q2 | $5K | Hold |
101
| – | – | ﹤0.01% | 359 |
|
|
2014
Q1 | $5K | Hold |
101
| – | – | ﹤0.01% | 304 |
|
|
2013
Q4 | $7K | Buy |
+101
| New | +$6.21K | ﹤0.01% | 271 |
|
Tortoise Investment Management's FNGN Position: Q3 2018 in Review
Tortoise Investment Management sold out of Financial Engines, Inc. (FNGN) in Q3 2018, closing a stake of 101 shares — an estimated $5K sold.
Tortoise Investment Management first reported a position in FNGN in Q4 2013 and held it in 19 quarters. The position peaked at $7K in Q4 2013. 0 funds tracked by Wall St. Rank hold FNGN as of Q3 2018.
- Tortoise Investment Management reported no remaining Financial Engines, Inc. position as of Q3 2018 after selling out during the quarter.
- Tortoise Investment Management sold 101 Financial Engines, Inc. shares in Q3 2018, an estimated $5K.
- Tortoise Investment Management first reported a position in Financial Engines, Inc. in Q4 2013 and held it in 19 quarters.
- Tortoise Investment Management's Financial Engines, Inc. position peaked at $7K in Q4 2013.
- 0 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q3 2018.
Based on Tortoise Investment Management's 13F filing for Q3 2018, filed 20 Nov 2018.