WealthTrust-Arizona’s Financial Engines, Inc. FNGN Stock Holding History

WealthTrust-Arizona’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	-349	Closed	-$12K	–	725
2018 Q1	$12K	Hold	349	–	–	0.01%	376
2017 Q4	$11K	Hold	349	–	–	0.01%	389
2017 Q3	$12K	Hold	349	–	–	0.01%	377
2017 Q2	$13K	Hold	349	–	–	0.01%	351
2017 Q1	$15K	Hold	349	–	–	0.01%	317
2016 Q4	$13K	Hold	349	–	–	0.01%	336
2016 Q3	$10K	Sell	349 -26	-7%	-$756	0.01%	375
2016 Q2	$10K	Sell	375 -57	-13%	-$1.64K	0.01%	358
2016 Q1	$14K	Buy	432 +94	+28%	+$2.61K	0.01%	303
2015 Q4	$11K	Sell	338 -11	-3%	-$365	0.01%	372
2015 Q3	$10K	Sell	349 -13	-4%	-$485	0.01%	378
2015 Q2	$15K	Sell	362 -20	-5%	-$850	0.01%	339
2015 Q1	$16K	Buy	382 +74	+24%	+$2.92K	0.01%	329
2014 Q4	$11K	Sell	308 -11	-3%	-$381	0.01%	392
2014 Q3	$11K	Sell	319 -38	-11%	-$1.4K	0.01%	403
2014 Q2	$16K	Sell	357 -87	-20%	-$3.89K	0.02%	332
2014 Q1	$23K	Hold	444	–	–	0.03%	268
2013 Q4	$31K	Sell	444 -22	-5%	-$1.35K	0.04%	208
2013 Q3	$28K	Buy	466 +72	+18%	+$3.83K	0.04%	202
2013 Q2	$18K	Buy	+394	New	+$15.8K	0.02%	247

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

WealthTrust-Arizona's FNGN Position: Q2 2018 in Review

WealthTrust-Arizona sold out of Financial Engines, Inc. (FNGN) in Q2 2018, closing a stake of 349 shares — an estimated $12K sold.

WealthTrust-Arizona first reported a position in FNGN in Q2 2013 and held it in 20 quarters. The position peaked at $31K in Q4 2013. 172 funds tracked by Wall St. Rank hold FNGN as of Q2 2018.

WealthTrust-Arizona reported no remaining Financial Engines, Inc. position as of Q2 2018 after selling out during the quarter.
WealthTrust-Arizona sold 349 Financial Engines, Inc. shares in Q2 2018, an estimated $12K.
WealthTrust-Arizona first reported a position in Financial Engines, Inc. in Q2 2013 and held it in 20 quarters.
WealthTrust-Arizona's Financial Engines, Inc. position peaked at $31K in Q4 2013.
172 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q2 2018.

Based on WealthTrust-Arizona's 13F filing for Q2 2018, filed 17 Jul 2018.