Virtus Fund Advisers’s Financial Engines, Inc. FNGN Stock Holding History

Virtus Fund Advisers’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
2015 Q2	–	Sell	-53,179	Closed	-$2.22M	–	903
2015 Q1	$2.22M	Sell	53,179 -4,933	-8%	-$195K	0.02%	312
2014 Q4	$2.12M	Sell	58,112 -9,276	-14%	-$321K	0.02%	323
2014 Q3	$2.31M	Sell	67,388 -3,918	-5%	-$144K	0.02%	325
2014 Q2	$3.23M	Buy	+71,306	New	+$3.19M	0.02%	311

Other funds holding FNGN

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Virtus Fund Advisers's FNGN Position: Q2 2015 in Review

Virtus Fund Advisers sold out of Financial Engines, Inc. (FNGN) in Q2 2015, closing a stake of 53,179 shares — an estimated $2.22M sold.

Virtus Fund Advisers first reported a position in FNGN in Q2 2014 and held it in 4 quarters. The position peaked at $3.23M in Q2 2014. 175 funds tracked by Wall St. Rank hold FNGN as of Q2 2015.

Virtus Fund Advisers reported no remaining Financial Engines, Inc. position as of Q2 2015 after selling out during the quarter.
Virtus Fund Advisers sold 53,179 Financial Engines, Inc. shares in Q2 2015, an estimated $2.22M.
Virtus Fund Advisers first reported a position in Financial Engines, Inc. in Q2 2014 and held it in 4 quarters.
Virtus Fund Advisers's Financial Engines, Inc. position peaked at $3.23M in Q2 2014.
175 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q2 2015.

Based on Virtus Fund Advisers's 13F filing for Q2 2015, filed 10 Aug 2015.