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 88.97% of Financial Engines Advisors's stock portfolio.
- Added to shares of these 10 stocks: SLYG (+$263.61M), SLYV (+$194.46M), SCHG (+$80.25M), Schwab Strategic Tr cmn (+$79.42M), SCHF (+$47.05M), SCHE (+$19.44M), Schwab Strategic Tr us aggregate b (+$14.40M), PHB (+$9.50M), Schwab Strategic Tr us reit etf (+$7.23M), Powershares Senior Loan Portfo mf (+$6.39M).
- Started 44 new stock positions in AMGN, Fortive, MCK, BX, SLB, Metropcs Communications, Chubb, SLYV, CBS, GILD.
- Reduced shares in these 10 stocks: Spdr Series Trust s&p 600 smcapgr (-$533.97M), Spdr Series Trust s&p 600 smcap val (-$162.71M), D (-$6.30M), , CMCSA, ALK, CR, MSFT, FDX, CVX.
- Sold out of its positions in BMY, CVO, LINE, MNKD, MTU, Powershares Etf Tr Ii em mrk low vol, PBH, REGN, RAD, Spdr Series Trust s&p 600 smcapgr. Spdr Series Trust s&p 600 smcap val, Tenet Healthcare Corporation stock.
- Financial Engines Advisors was a net buyer of stock by $12.31M.
- Financial Engines Advisors has $2.12B in assets under management (AUM), growing by 4.23%.
Financial Engines Advisors portfolio companies for March 2017 quarter
| Company (Ticker) | Portfolio Weight | Share Count | Price | Last Trade |
|---|---|---|---|---|
| Schwab U S Large Cap Growth ETF (SCHG) | 31.17 | 10.92M +13.00% | 60.48 | 63.34 |
| Schwab Strategic Tr cmn | 23.21 | 9.90M +19.00% | 49.68 | 0.00 |
| Schwab International Equity ETF (SCHF) | 12.97 | 9.20M +20.00% | 29.87 | 31.59 |
| SPDR DJ Wilshire Small Cap Growth (SLYG) | 12.44 | 1.24M NEW | 212.69 | 212.13 |
| SPDR DJ Wilshire Small Cap Value (SLYV) | 9.18 | 1.65M NEW | 118.04 | 116.99 |
| Schwab Strategic Tr us reit etf | 1.67 | 868748 +25.00% | 40.77 | 0.00 |
| Schwab Strategic Tr us aggregate b | 1.27 | 517933 +115.00% | 51.79 | 0.00 |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.92 | 811005 NEW | 23.97 | 25.01 |
| Dominion Resources (D) | 0.91 | 249571 -24.00% | 77.57 | 81.03 |
| Abbvie | 0.68 | 221328 +13.00% | 65.16 | 0.00 |
| Powershares Senior Loan Portfo mf | 0.57 | 518670 +112.00% | 23.26 | 0.00 |
| PowerShares Hgh Yield Corporate Bnd (PHB) | 0.45 | 504970 NEW | 18.81 | 18.99 |
| Bank of New York Mellon Corporation (BK) | 0.44 | 196487 -6.00% | 47.23 | 47.41 |
| Schwab Strategic Tr sht tm us tres | 0.35 | 144907 +83.00% | 50.46 | 0.00 |
| Old Dominion Freight Line (ODFL) | 0.34 | 84469 | 85.57 | 89.06 |
| Kinder Morgan Inc. | 0.28 | 274123 +7.00% | 21.74 | 0.00 |
| Abbott Laboratories (ABT) | 0.25 | 135799 | 38.41 | 44.71 |
| Marathon Petroleum Corp | 0.23 | 94501 -11.00% | 50.54 | 0.00 |
| Bemis Company (BMS) | 0.19 | 82120 -6.00% | 48.86 | 44.86 |
| Microsoft Corporation (MSFT) | 0.18 | 58388 -22.00% | 65.85 | 69.96 |
| FedEx Corporation (FDX) | 0.17 | 18938 -18.00% | 195.16 | 194.26 |
| Edwards Lifesciences (EW) | 0.17 | 38754 +14.00% | 94.08 | 114.25 |
| Alaska Air (ALK) | 0.17 | 38698 -37.00% | 92.23 | 86.62 |
| Clorox Company (CLX) | 0.16 | 25200 +8.00% | 134.84 | 134.99 |
| Crane (CR) | 0.14 | 39460 -34.00% | 74.84 | 77.12 |
| Fifth Third Ban (FITB) | 0.14 | 114901 | 25.40 | 24.26 |
| Olin Corporation (OLN) | 0.12 | 75154 +3.00% | 32.87 | 30.15 |
| Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni | 0.12 | 54077 +160.00% | 47.91 | 0.00 |
| WGL Holdings (WGL) | 0.11 | 27192 +50.00% | 82.52 | 82.84 |
| First American Financial (FAF) | 0.11 | 59108 +56.00% | 39.28 | 43.10 |
| DaVita (DVA) | 0.10 | 30372 -5.00% | 67.96 | 64.75 |
| Equifax (EFX) | 0.09 | 14602 -6.00% | 136.76 | 136.43 |
| Kellogg Company (K) | 0.09 | 26865 +20.00% | 72.62 | 72.62 |
| Great Plains Energy Incorporated (GXP) | 0.08 | 60468 +35.00% | 29.22 | 28.66 |
| ViaSat (VSAT) | 0.06 | 19419 -6.00% | 63.80 | 66.18 |
| Via (VIA.B) | 0.04 | 19275 -7.00% | 46.64 | 0.00 |
| Chevron Corporation (CVX) | 0.04 | 8870 -46.00% | 107.33 | 104.72 |
| Tenne (TEN) | 0.04 | 12396 -36.00% | 62.44 | 56.82 |
| Sonoco Products Company (SON) | 0.03 | 11448 | 52.94 | 51.00 |
| Alliance Data Systems Corporation (ADS) | 0.03 | 2279 NEW | 249.23 | 244.04 |
| Sun Life Financial Inc | 0.03 | 14960 -2.00% | 36.56 | 0.00 |
| Trinity Industries (TRN) | 0.03 | 25212 -5.00% | 26.53 | 25.91 |
| Astec Industries (ASTE) | 0.03 | 9004 -9.00% | 61.53 | 55.93 |
| Newell Rubbermaid (NWL) | 0.02 | 11155 -28.00% | 47.15 | 53.19 |
| Gra (GGG) | 0.02 | 5079 -4.00% | 94.11 | 109.38 |
| Marathon Oil Corporation (MRO) | 0.02 | 33092 -25.00% | 15.80 | 13.52 |
| Carpenter Technology Corporation (CRS) | 0.02 | 13921 +14.00% | 37.28 | 36.51 |
| Ethan Allen Interiors (ETH) | 0.01 | 10013 -3.00% | 30.66 | 27.40 |
| Interpublic Group of Companies (IPG) | 0.01 | 5395 | 24.65 | 24.69 |
| ConocoPhillips (COP) | 0.01 | 2464 -41.00% | 49.92 | 45.35 |
| NIKE (NKE) | 0.01 | 5598 +372.00% | 55.73 | 52.59 |
| FLIR Systems (FLIR) | 0.01 | 5132 -9.00% | 36.24 | 37.05 |
| Delta Air Lines (DAL) | 0.01 | 2857 -37.00% | 45.85 | 50.80 |
| Libbey (LBY) | 0.01 | 12139 +9.00% | 14.58 | 7.97 |
| Titan International (TWI) | 0.01 | 29879 -12.00% | 10.34 | 10.56 |
| Potlatch Corporation (PCH) | 0.01 | 5095 +249.00% | 45.73 | 44.70 |
| Perrigo Company | 0.01 | 3794 | 66.42 | 0.00 |
| Cognizant Technology Solutions (CTSH) | 0.00 | 43 NEW | 69.77 | 66.79 |
| Comcast Corporation (CMCSA) | 0.00 | 33 -99.00% | 30.30 | 40.91 |
| Corning Incorporated (GLW) | 0.00 | 84 -9.00% | 23.81 | 29.30 |
| BlackRock (BLK) | 0.00 | 7 NEW | 428.57 | 407.02 |
| Goldman Sachs (GS) | 0.00 | 11 NEW | 272.73 | 223.53 |
| JPMorgan Chase & Co. (JPM) | 0.00 | 35 NEW | 85.71 | 85.36 |
| MasterCard Incorporated (MA) | 0.00 | 27 NEW | 111.11 | 121.63 |
| Blackstone (BX) | 0.00 | 61 NEW | 32.79 | 32.58 |
| Costco Wholesale Corporation (COST) | 0.00 | 13 NEW | 153.85 | 177.86 |
| M&T; Bank Corporation (MTB) | 0.00 | 10 +11.00% | 100.00 | 160.20 |
| Baxter International (BAX) | 0.00 | 516 -4.00% | 52.33 | 58.64 |
| Walt Disney Company (DIS) | 0.00 | 35 -65.00% | 114.29 | 108.41 |
| CBS Corporation (CBS) | 0.00 | 36 NEW | 55.56 | 61.57 |
| Cisco Systems (CSCO) | 0.00 | 185 -10.00% | 32.43 | 31.50 |
| Union Pacific Corporation (UNP) | 0.00 | 21 NEW | 95.24 | 110.57 |
| Wells Fargo & Company (WFC) | 0.00 | 445 +2.00% | 56.18 | 52.41 |
| Thermo Fisher Scientific (TMO) | 0.00 | 30 NEW | 166.67 | 173.42 |
| McKesson Corporation (MCK) | 0.00 | 8 NEW | 125.00 | 161.20 |
| Amgen (AMGN) | 0.00 | 16 NEW | 187.50 | 155.01 |
| Apple (AAPL) | 0.00 | 24 NEW | 125.00 | 153.61 |
| Honeywell International (HON) | 0.00 | 25 NEW | 120.00 | 133.25 |
| International Business Machines (IBM) | 0.00 | 19 NEW | 157.89 | 152.49 |
| Macy's (M) | 0.00 | 31 NEW | 32.26 | 23.44 |
| Nextera Energy Inc C om | 0.00 | 22 NEW | 136.36 | 0.00 |
| Pepsi (PEP) | 0.00 | 23 NEW | 130.43 | 117.91 |
| Schlumberger (SLB) | 0.00 | 23 NEW | 86.96 | 70.09 |
| United Technologies Corporation (UTX) | 0.00 | 19 NEW | 105.26 | 121.85 |
| Ford Motor Company (F) | 0.00 | 3502 NEW | 11.71 | 10.93 |
| Danaher Corporation (DHR) | 0.00 | 20 NEW | 100.00 | 84.40 |
| Exelon Corporation (EXC) | 0.00 | 103 NEW | 38.83 | 35.82 |
| Gilead Sciences (GILD) | 0.00 | 20 NEW | 50.00 | 64.50 |
| Starbucks Corporation (SBUX) | 0.00 | 46 NEW | 65.22 | 63.30 |
| EOG Resources (EOG) | 0.00 | 22 NEW | 90.91 | 91.22 |
| Via (VIA) | 0.00 | 325 -3.00% | 49.23 | 38.40 |
| Oracle Corporation (ORCL) | 0.00 | 48 NEW | 41.67 | 45.26 |
| Estee Lauder Companies (EL) | 0.00 | 28 NEW | 71.43 | 93.70 |
| Kulicke and Soffa Industries (KLIC) | 0.00 | 70 -11.00% | 14.29 | 22.46 |
| Ingersoll-rand Co Ltd-cl A | 0.00 | 28 NEW | 71.43 | 0.00 |
| American International (AIG) | 0.00 | 1084 -56.00% | 62.73 | 63.55 |
| Safeguard Scientifics (SFE) | 0.00 | 15 +7.00% | 0.00 | 10.75 |
| Citigroup Inc | 0.00 | 216 | 60.19 | 0.00 |
| Phillips 66 | 0.00 | 1178 -39.00% | 78.95 | 0.00 |
| Facebook Inc cl a | 0.00 | 32 NEW | 156.25 | 0.00 |
| Metropcs Communications | 0.00 | 21 NEW | 47.62 | 0.00 |
| Sprint | 0.00 | 328 -2.00% | 9.15 | 0.00 |
| Crown Castle Intl | 0.00 | 27 NEW | 111.11 | 0.00 |
| Medtronic | 0.00 | 23 -77.00% | 86.96 | 0.00 |
| Alphabet Inc Class A cs | 0.00 | 3 NEW | 1000.00 | 0.00 |
| Alphabet Inc Class C cs | 0.00 | 4 NEW | 750.00 | 0.00 |
| Pjt Partners | 0.00 | 1 NEW | 0.00 | 0.00 |
| Chubb | 0.00 | 20 NEW | 150.00 | 0.00 |
| Tailored Brands | 0.00 | 5 NEW | 0.00 | 0.00 |
| Fortive | 0.00 | 10 NEW | 100.00 | 0.00 |
| Advansix Inc Com stock | 0.00 | 1 NEW | 0.00 | 0.00 |
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Past 13F-HR SEC Filings for Financial Engines Advisors
- 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
- Financial Engines Advisors L.L.C 2011 Q4 filed Jan. 30, 2012