Wellington Management Group
FNGN

Wellington Management Group’s Financial Engines, Inc. FNGN Stock Holding History

Wellington Management Group’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
2017
Q4 		– Sell
-4,685,194
Closed -$163M – 2363
2017
Q3 		$163M Sell
4,685,194
-659,425
-12% -$22.9M 0.04% 404
2017
Q2 		$196M Sell
5,344,619
-26,955
-0.5% -$1.07M 0.05% 338
2017
Q1 		$234M Buy
+5,371,574
New +$215M 0.06% 300
2015
Q4 		– Sell
-2,129,277
Closed -$62.7M – 2298
2015
Q3 		$62.7M Buy
2,129,277
+429,878
+25% +$16M 0.02% 602
2015
Q2 		$72.2M Buy
1,699,399
+122,813
+8% +$5.22M 0.02% 600
2015
Q1 		$65.9M Sell
1,576,586
-256,612
-14% -$10.1M 0.02% 648
2014
Q4 		$67M Sell
1,833,198
-148,129
-7% -$5.13M 0.02% 638
2014
Q3 		$67.8M Buy
1,981,327
+348,873
+21% +$12.9M 0.02% 615
2014
Q2 		$73.9M Sell
1,632,454
-39,603
-2% -$1.77M 0.02% 612
2014
Q1 		$84.9M Buy
1,672,057
+56,815
+4% +$3.42M 0.02% 573
2013
Q4 		$112M Sell
1,615,242
-119,557
-7% -$7.36M 0.03% 493
2013
Q3 		$103M Sell
1,734,799
-396,126
-19% -$21.1M 0.03% 487
2013
Q2 		$97.1M Buy
+2,130,925
New +$85.6M 0.03% 476

Other funds holding FNGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Janus Henderson Group
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
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Wellington Management Group's FNGN Position: Q4 2017 in Review

Wellington Management Group sold out of Financial Engines, Inc. (FNGN) in Q4 2017, closing a stake of 4,685,194 shares — an estimated $163M sold.

Wellington Management Group first reported a position in FNGN in Q2 2013 and held it in 13 quarters. The position peaked at $234M in Q1 2017. 191 funds tracked by Wall St. Rank hold FNGN as of Q4 2017.

  • Wellington Management Group reported no remaining Financial Engines, Inc. position as of Q4 2017 after selling out during the quarter.
  • Wellington Management Group sold 4,685,194 Financial Engines, Inc. shares in Q4 2017, an estimated $163M.
  • Wellington Management Group first reported a position in Financial Engines, Inc. in Q2 2013 and held it in 13 quarters.
  • Wellington Management Group's Financial Engines, Inc. position peaked at $234M in Q1 2017.
  • 191 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q4 2017.

Based on Wellington Management Group's 13F filing for Q4 2017, filed 13 Feb 2018.