Financial Engines Advisors L.L.C
Latest statistics and disclosures from Financial Engines Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHG, Schwab Strategic Tr cmn, SCHF, SLYG, SLYV, and represent 86.98% of Financial Engines Advisors's stock portfolio.
- Added to shares of these 10 stocks: DTE (+$35.24M), SCHA (+$16.40M), Abbvie, VSAT, SCHG, Sch Us Mid-cap Etf etf, EFX, ABT, Schwab Strategic Tr us reit etf, ODFL.
- Started 14 new stock positions in CHK, DTE, Paragon Offshore Plc equity, Noble Corp Plc equity, NAV, KO, Sirius Xm Holdings, NRG, SCHA, Sch Us Mid-cap Etf etf. PM, BAM.A, Intercontinentalexchange, ADM.
- Reduced shares in these 10 stocks: , , CLX, FAF, BK, WGL, D, K, BMS, GXP.
- Sold out of its positions in Advansix Inc Com stock, Alphabet Inc Class C cs, Alphabet Inc Class A cs, AMGN, AAPL, BAX, BLK, BX, CBS, CLX.
- Financial Engines Advisors was a net buyer of stock by $47.14M.
- Financial Engines Advisors has $2.17B in assets under management (AUM), growing by 2.40%.
Companies in the Financial Engines Advisors portfolio as of June 2017 quarter
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| Schwab U S Large Cap Growth ETF (SCHG) | 30.51 | 10.95M | 60.49 | |
| Schwab Strategic Tr cmn | 22.68 | 9.91M | 49.68 | |
| Schwab International Equity ETF (SCHF) | 12.67 | 9.21M | 29.87 | |
| SPDR DJ Wilshire Small Cap Growth (SLYG) | 12.15 | 1.24M | 212.69 | |
| SPDR DJ Wilshire Small Cap Value (SLYV) | 8.96 | 1.65M | 118.04 | |
| Schwab Strategic Tr us reit etf | 1.66 | 883313 | 40.77 | |
| DTE Energy Company (DTE) | 1.62 | 333139 | NEW | 105.79 |
| Schwab Strategic Tr us aggregate b | 1.24 | 517933 | 51.79 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.90 | 811005 | 23.97 | |
| Dominion Resources (D) | 0.86 | 244196 | -2% | 76.63 |
| Abbvie | 0.81 | 242367 | +9% | 72.51 |
| Schwab U S Small Cap ETF (SCHA) | 0.76 | 256544 | NEW | 63.91 |
| Powershares Senior Loan Portfo mf | 0.56 | 518670 | 23.26 | |
| PowerShares Hgh Yield Corporate Bnd (PHB) | 0.44 | 504970 | 18.81 | |
| Bank of New York Mellon Corporation (BK) | 0.43 | 181256 | -7% | 51.02 |
| Old Dominion Freight Line (ODFL) | 0.40 | 90313 | +6% | 95.24 |
| Abbott Laboratories (ABT) | 0.35 | 154062 | +13% | 48.61 |
| Schwab Strategic Tr sht tm us tres | 0.34 | 144907 | 50.46 | |
| Kinder Morgan Inc. | 0.26 | 292730 | +6% | 19.16 |
| Marathon Petroleum Corp | 0.23 | 95234 | 52.33 | |
| Microsoft Corporation (MSFT) | 0.18 | 57531 | 68.94 | |
| Alaska Air (ALK) | 0.17 | 42233 | +9% | 89.76 |
| Bemis Company (BMS) | 0.16 | 75904 | -7% | 46.26 |
| Crane (CR) | 0.16 | 43796 | +10% | 79.39 |
| Equifax (EFX) | 0.14 | 21840 | +49% | 137.41 |
| Fifth Third Ban (FITB) | 0.13 | 108055 | -5% | 25.96 |
| ViaSat (VSAT) | 0.13 | 42321 | +117% | 66.21 |
| Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni | 0.12 | 54077 | 47.91 | |
| DaVita (DVA) | 0.09 | 30620 | 64.76 | |
| Olin Corporation (OLN) | 0.09 | 66832 | -11% | 30.28 |
| WGL Holdings (WGL) | 0.09 | 22240 | -18% | 83.41 |
| First American Financial (FAF) | 0.08 | 37133 | -37% | 44.68 |
| Great Plains Energy Incorporated (GXP) | 0.07 | 51727 | -14% | 29.29 |
| Kellogg Company (K) | 0.07 | 22600 | -15% | 69.47 |
| Sch Us Mid-cap Etf etf | 0.06 | 25458 | NEW | 48.16 |
| Trinity Industries (TRN) | 0.05 | 37785 | +49% | 28.03 |
| Chevron Corporation (CVX) | 0.04 | 8191 | -7% | 104.38 |
| Via (VIA.B) | 0.03 | 20154 | +4% | 33.59 |
| Sonoco Products Company (SON) | 0.03 | 11897 | +3% | 51.44 |
| Newell Rubbermaid (NWL) | 0.03 | 10805 | -3% | 53.59 |
| FLIR Systems (FLIR) | 0.03 | 16274 | +217% | 34.66 |
| Tenne (TEN) | 0.03 | 10463 | -15% | 57.82 |
| NIKE (NKE) | 0.02 | 7530 | +34% | 58.96 |
| Alliance Data Systems Corporation (ADS) | 0.02 | 1654 | -27% | 256.35 |
| Gra (GGG) | 0.02 | 4455 | -12% | 109.32 |
| Marathon Oil Corporation (MRO) | 0.02 | 29798 | -9% | 11.86 |
| Titan International (TWI) | 0.02 | 33286 | +11% | 12.02 |
| Sun Life Financial Inc | 0.02 | 14176 | -5% | 35.76 |
| Astec Industries (ASTE) | 0.02 | 8279 | -8% | 55.56 |
| Carpenter Technology Corporation (CRS) | 0.02 | 12518 | -10% | 37.47 |
| Ethan Allen Interiors (ETH) | 0.01 | 9200 | -8% | 32.28 |
| Interpublic Group of Companies (IPG) | 0.01 | 5317 | 24.64 | |
| Perrigo Company | 0.01 | 2777 | -26% | 75.62 |
| NRG Energy (NRG) | 0.00 | 148 | NEW | 20.27 |
| Coca-Cola Company (KO) | 0.00 | 28 | NEW | 35.71 |
| Archer Daniels Midland Company (ADM) | 0.00 | 35 | NEW | 28.57 |
| Brookfield Asset Management (BAM.A) | 0.00 | 36 | NEW | 27.78 |
| Cisco Systems (CSCO) | 0.00 | 94 | -49% | 31.91 |
| Wells Fargo & Company (WFC) | 0.00 | 383 | -13% | 54.83 |
| ConocoPhillips (COP) | 0.00 | 2032 | -17% | 43.80 |
| Philip Morris International (PM) | 0.00 | 241 | NEW | 116.18 |
| Via (VIA) | 0.00 | 342 | +5% | 38.01 |
| Chesapeake Energy Corporation (CHK) | 0.00 | 14 | NEW | 0.00 |
| Delta Air Lines (DAL) | 0.00 | 678 | -76% | 53.10 |
| Libbey (LBY) | 0.00 | 11099 | -8% | 8.02 |
| Kulicke and Soffa Industries (KLIC) | 0.00 | 1508 | +2054% | 19.23 |
| Potlatch Corporation (PCH) | 0.00 | 2316 | -54% | 45.77 |
| Navistar International Corporation (NAV) | 0.00 | 2313 | NEW | 26.37 |
| American International (AIG) | 0.00 | 1216 | +12% | 62.50 |
| Citigroup Inc | 0.00 | 13 | -93% | 76.92 |
| Phillips 66 | 0.00 | 668 | -43% | 82.34 |
| Intercontinentalexchange | 0.00 | 36 | NEW | 55.56 |
| Sirius Xm Holdings | 0.00 | 2067 | NEW | 5.32 |
| Noble Corp Plc equity | 0.00 | 47 | NEW | 0.00 |
| Paragon Offshore Plc equity | 0.00 | 8 | NEW | 0.00 |
| Tailored Brands | 0.00 | 9643 | +192760% | 11.20 |
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Past 13F-HR SEC Filings by Financial Engines Advisors
- Financial Engines Advisors 2017 Q1 filed May 3, 2017
- Financial Engines Advisors 2016 Q4 filed Jan. 26, 2017
- Financial Engines Advisors 2016 Q3 filed Nov. 8, 2016
- Financial Engines Advisors 2016 Q2 filed Aug. 10, 2016
- Financial Engines Advisors 2016 Q1 filed May 10, 2016
- Financial Engines Advisors 2015 Q4 filed Feb. 4, 2016
- Financial Engines Advisors 2015 Q3 filed Nov. 2, 2015
- Financial Engines Advisors 2015 Q2 filed Aug. 11, 2015
- Financial Engines Advisors 2015 Q1 filed May 6, 2015
- Financial Engines Advisors 2014 Q4 filed Feb. 3, 2015
- Financial Engines Advisors 2014 Q3 filed Oct. 30, 2014
- Financial Engines Advisors 2014 Q2 filed July 29, 2014
- Financial Engines Advisors 2014 Q1 filed April 28, 2014
- Financial Engines Advisors 2013 Q4 filed Feb. 6, 2014
- Financial Engines Advisors 2013 Q3 filed Nov. 12, 2013
- Financial Engines Advisors 2013 Q1 filed April 23, 2013
- Financial Engines Advisors 2012 Q3 filed Nov. 5, 2012
- Financial Engines Advisors 2012 Q2 filed July 31, 2012
- Financial Engines Advisors 2012 Q1 filed April 25, 2012