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

Valeo Financial 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 Q2	–	Sell	-32	Closed	-$1K	–	1825
2018 Q1	$1K	Sell	32 -18	-36%	-$565	﹤0.01%	1519
2017 Q4	$2K	Sell	50 -3	-6%	-$94	﹤0.01%	1238
2017 Q3	$2K	Buy	+53	New	+$1.84K	﹤0.01%	1064

Other funds holding FNGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valeo Financial Advisors's FNGN Position: Q2 2018 in Review

Valeo Financial Advisors sold out of Financial Engines, Inc. (FNGN) in Q2 2018, closing a stake of 32 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in FNGN in Q3 2017 and held it in 3 quarters. The position peaked at $2K in Q4 2017. 172 funds tracked by Wall St. Rank hold FNGN as of Q2 2018.

Valeo Financial Advisors reported no remaining Financial Engines, Inc. position as of Q2 2018 after selling out during the quarter.
Valeo Financial Advisors sold 32 Financial Engines, Inc. shares in Q2 2018, an estimated $1K.
Valeo Financial Advisors first reported a position in Financial Engines, Inc. in Q3 2017 and held it in 3 quarters.
Valeo Financial Advisors's Financial Engines, Inc. position peaked at $2K in Q4 2017.
172 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.