Zevenbergen Capital Investments’s Financial Engines, Inc. FNGN Stock Holding History

Zevenbergen Capital Investments’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
2014 Q4	–	Sell	-1,272,555	Closed	-$43.5M	–	86
2014 Q3	$43.5M	Buy	1,272,555 +50,500	+4%	+$1.86M	1.86%	26
2014 Q2	$55.3M	Buy	1,222,055 +149,225	+14%	+$6.67M	1.95%	22
2014 Q1	$54.5M	Buy	1,072,830 +275,930	+35%	+$16.6M	1.95%	24
2013 Q4	$55.4M	Sell	796,900 -156,325	-16%	-$9.62M	1.91%	25
2013 Q3	$56.7M	Sell	953,225 -80,160	-8%	-$4.26M	1.92%	25
2013 Q2	$47.1M	Buy	+1,033,385	New	+$41.5M	1.9%	25

Other funds holding FNGN

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zevenbergen Capital Investments's FNGN Position: Q4 2014 in Review

Zevenbergen Capital Investments sold out of Financial Engines, Inc. (FNGN) in Q4 2014, closing a stake of 1,272,555 shares — an estimated $43.5M sold.

Zevenbergen Capital Investments first reported a position in FNGN in Q2 2013 and held it in 6 quarters. The position peaked at $56.7M in Q3 2013. 176 funds tracked by Wall St. Rank hold FNGN as of Q4 2014.

Zevenbergen Capital Investments reported no remaining Financial Engines, Inc. position as of Q4 2014 after selling out during the quarter.
Zevenbergen Capital Investments sold 1,272,555 Financial Engines, Inc. shares in Q4 2014, an estimated $43.5M.
Zevenbergen Capital Investments first reported a position in Financial Engines, Inc. in Q2 2013 and held it in 6 quarters.
Zevenbergen Capital Investments's Financial Engines, Inc. position peaked at $56.7M in Q3 2013.
176 funds tracked by Wall St. Rank held Financial Engines, Inc. as of Q4 2014.

Based on Zevenbergen Capital Investments's 13F filing for Q4 2014, filed 12 Feb 2015.