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

Wellington Shields Capital Management’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 Q3	–	Sell	-25,450	Closed	-$931K	–	340
2017 Q2	$931K	Sell	25,450 -3,300	-11%	-$132K	0.15%	138
2017 Q1	$1.25M	Sell	28,750 -2,000	-7%	-$80.1K	0.2%	114
2016 Q4	$1.13M	Hold	30,750	–	–	0.19%	112
2016 Q3	$914K	Buy	+30,750	New	+$894K	0.16%	140

Other funds holding FNGN

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 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

SDJVC

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wellington Shields Capital Management's FNGN Position: Q3 2017 in Review

Wellington Shields Capital Management sold out of Financial Engines, Inc. (FNGN) in Q3 2017, closing a stake of 25,450 shares — an estimated $931K sold.

Wellington Shields Capital Management first reported a position in FNGN in Q3 2016 and held it in 4 quarters. The position peaked at $1.25M in Q1 2017. 186 funds tracked by Wall St. Rank hold FNGN as of Q3 2017.

Wellington Shields Capital Management reported no remaining Financial Engines, Inc. position as of Q3 2017 after selling out during the quarter.
Wellington Shields Capital Management sold 25,450 Financial Engines, Inc. shares in Q3 2017, an estimated $931K.
Wellington Shields Capital Management first reported a position in Financial Engines, Inc. in Q3 2016 and held it in 4 quarters.
Wellington Shields Capital Management's Financial Engines, Inc. position peaked at $1.25M in Q1 2017.
186 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q3 2017.

Based on Wellington Shields Capital Management's 13F filing for Q3 2017, filed 6 Nov 2017.