WMS Partners’s Financial Engines, Inc. FNGN Stock Holding History

WMS Partners’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 Q3	–	Sell	-52,432	Closed	-$2.23M	–	273
2015 Q2	$2.23M	Buy	52,432 +159	+0.3%	+$6.76K	0.26%	78
2015 Q1	$2.19M	Buy	+52,273	New	+$2.06M	0.27%	75
2014 Q4	–	Sell	-15,400	Closed	-$527K	–	254
2014 Q3	$527K	Buy	15,400 +1,000	+7%	+$36.9K	0.08%	141
2014 Q2	$652K	Buy	14,400 +2,100	+17%	+$93.9K	0.1%	116
2014 Q1	$625K	Sell	12,300 -653	-5%	-$39.3K	0.1%	111
2013 Q4	$900K	Sell	12,953 -4,627	-26%	-$285K	0.15%	88
2013 Q3	$1.04M	Sell	17,580 -2	-0%	-$106	0.2%	72
2013 Q2	$802K	Buy	+17,582	New	+$706K	0.15%	90

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SDJVC

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

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

CIP

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

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

WMS Partners's FNGN Position: Q3 2015 in Review

WMS Partners sold out of Financial Engines, Inc. (FNGN) in Q3 2015, closing a stake of 52,432 shares — an estimated $2.23M sold.

WMS Partners first reported a position in FNGN in Q2 2013 and held it in 8 quarters. The position peaked at $2.23M in Q2 2015. 165 funds tracked by Wall St. Rank hold FNGN as of Q3 2015.

WMS Partners reported no remaining Financial Engines, Inc. position as of Q3 2015 after selling out during the quarter.
WMS Partners sold 52,432 Financial Engines, Inc. shares in Q3 2015, an estimated $2.23M.
WMS Partners first reported a position in Financial Engines, Inc. in Q2 2013 and held it in 8 quarters.
WMS Partners's Financial Engines, Inc. position peaked at $2.23M in Q2 2015.
165 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q3 2015.

Based on WMS Partners's 13F filing for Q3 2015, filed 12 Nov 2015.