WAM
FNGN

Wealthspire Advisors (Maryland)’s Financial Engines, Inc. FNGN Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		– Sell
-144
Closed -$6K – 2617
2018
Q2 		$6K Sell
144
-6
-4% -$248 ﹤0.01% 1764
2018
Q1 		$5K Sell
150
-2
-1% -$63 ﹤0.01% 1868
2017
Q4 		$5K Buy
152
+95
+167% +$2.98K ﹤0.01% 1870
2017
Q3 		$2K Sell
57
-38
-40% -$1.32K ﹤0.01% 2042
2017
Q2 		$3K Buy
95
+85
+850% +$3.39K ﹤0.01% 1945
2017
Q1 		$0 Hold
10
– – ﹤0.01% 2080
2016
Q4 		$0 Hold
10
– – ﹤0.01% 1908
2016
Q3 		$0 Hold
10
– – ﹤0.01% 1850
2016
Q2 		$0 Hold
10
– – ﹤0.01% 1874
2016
Q1 		$0 Hold
10
– – ﹤0.01% 1921
2015
Q4 		$0 Buy
+10
New +$332 ﹤0.01% 1814

Wealthspire Advisors (Maryland)'s FNGN Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Financial Engines, Inc. (FNGN) in Q3 2018, closing a stake of 144 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in FNGN in Q4 2015 and held it in 11 quarters. The position peaked at $6K in Q2 2018. 0 funds tracked by Wall St. Rank hold FNGN as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Financial Engines, Inc. position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 144 Financial Engines, Inc. shares in Q3 2018, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Financial Engines, Inc. in Q4 2015 and held it in 11 quarters.
  • Wealthspire Advisors (Maryland)'s Financial Engines, Inc. position peaked at $6K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.