U
FNGN

UBS’s Financial Engines, Inc. FNGN Stock Holding History

UBS’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
2014
Q3 		$217K Buy
6,352
+4,930
+347% +$182K ﹤0.01% 5106
2014
Q2 		$64K Sell
1,422
-1,545
-52% -$69.1K ﹤0.01% 6532
2014
Q1 		$151K Sell
2,967
-4,292
-59% -$258K ﹤0.01% 5514
2013
Q4 		$504K Buy
7,259
+1,081
+17% +$66.5K ﹤0.01% 4337
2013
Q3 		$367K Buy
6,178
+4,476
+263% +$238K ﹤0.01% 4500
2013
Q2 		$78K Buy
+1,702
New +$68.4K ﹤0.01% 6204

Other funds holding FNGN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS's FNGN Position: Q3 2014 in Review

UBS increased its Financial Engines, Inc. (FNGN) stake by 347% in Q3 2014, buying an estimated $182K and bringing the position to 6,352 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #5106.

UBS first reported a position in FNGN in Q2 2013 and has held it in 6 quarters since. The position peaked at $504K in Q4 2013. 175 funds tracked by Wall St. Rank hold FNGN as of Q3 2014.

  • UBS held 6,352 shares of Financial Engines, Inc. worth $217K as of Q3 2014.
  • UBS bought 4,930 Financial Engines, Inc. shares in Q3 2014, an estimated $182K.
  • Financial Engines, Inc. made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5106 holding.
  • UBS first reported a position in Financial Engines, Inc. in Q2 2013 and has held it in 6 quarters since.
  • UBS's Financial Engines, Inc. position peaked at $504K in Q4 2013.
  • 175 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.