UBS Group’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 |
-993,164
| Closed | -$44.6M | – | 8591 |
|
|
2018
Q2 | $44.6M | Buy |
993,164
+992,025
| +87,096% | +$41M | 0.02% | 704 |
|
|
2018
Q1 | $40K | Sell |
1,139
-1,815
| -61% | -$56.9K | ﹤0.01% | 5891 |
|
|
2017
Q4 | $90K | Buy |
2,954
+1,037
| +54% | +$32.6K | ﹤0.01% | 5438 |
|
|
2017
Q3 | $66K | Sell |
1,917
-2,030
| -51% | -$70.6K | ﹤0.01% | 5612 |
|
|
2017
Q2 | $145K | Buy |
3,947
+3,316
| +526% | +$132K | ﹤0.01% | 4949 |
|
|
2017
Q1 | $27K | Sell |
631
-8,209
| -93% | -$329K | ﹤0.01% | 5946 |
|
|
2016
Q4 | $325K | Buy |
8,840
+7,755
| +715% | +$250K | ﹤0.01% | 4429 |
|
|
2016
Q3 | $32K | Sell |
1,085
-1,949
| -64% | -$56.7K | ﹤0.01% | 5881 |
|
|
2016
Q2 | $79K | Sell |
3,034
-1,673
| -36% | -$48.1K | ﹤0.01% | 5194 |
|
|
2016
Q1 | $148K | Sell |
4,707
-3,792
| -45% | -$105K | ﹤0.01% | 4702 |
|
|
2015
Q4 | $286K | Sell |
8,499
-7,291
| -46% | -$242K | ﹤0.01% | 4391 |
|
|
2015
Q3 | $465K | Sell |
15,790
-2,993
| -16% | -$112K | ﹤0.01% | 3952 |
|
|
2015
Q2 | $797K | Sell |
18,783
-12,836
| -41% | -$545K | ﹤0.01% | 3747 |
|
|
2015
Q1 | $1.32M | Buy |
31,619
+23,446
| +287% | +$925K | ﹤0.01% | 3319 |
|
|
2014
Q4 | $299K | Buy |
+8,173
| New | +$283K | ﹤0.01% | 4658 |
|
UBS Group's FNGN Position: Q3 2018 in Review
UBS Group sold out of Financial Engines, Inc. (FNGN) in Q3 2018, closing a stake of 993,164 shares — an estimated $44.6M sold.
UBS Group first reported a position in FNGN in Q4 2014 and held it in 15 quarters. The position peaked at $44.6M in Q2 2018. 0 funds tracked by Wall St. Rank hold FNGN as of Q3 2018.
- UBS Group reported no remaining Financial Engines, Inc. position as of Q3 2018 after selling out during the quarter.
- UBS Group sold 993,164 Financial Engines, Inc. shares in Q3 2018, an estimated $44.6M.
- UBS Group first reported a position in Financial Engines, Inc. in Q4 2014 and held it in 15 quarters.
- UBS Group's Financial Engines, Inc. position peaked at $44.6M in Q2 2018.
- 0 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q3 2018.
Based on UBS Group's 13F filing for Q3 2018, filed 14 Nov 2018.