$29.3 Billion is the total value of Financial Engines Advisors L.L.C.'s 260 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GSV | Exit | Gold Standard Ventures Corp | $0 | – | -10,000 | -100.0% | 0.00% | – |
| ZM | Exit | Zoom Video Communications Inc | $0 | – | -631 | -100.0% | -0.00% | – |
| CHS | Exit | Chico's FAS Inc | $0 | – | -156,964 | -100.0% | -0.00% | – |
| FNDA | Exit | Schwab Fundamental U.S. Small Company Index ETFexchange traded fund | $0 | – | -6,823 | -100.0% | -0.00% | – |
| SHW | Exit | Sherwin-Williams Co/The | $0 | – | -306 | -100.0% | -0.00% | – |
| ES | Exit | Eversource Energy | $0 | – | -2,626 | -100.0% | -0.00% | – |
| MDT | Exit | Medtronic PLC | $0 | – | -2,022 | -100.0% | -0.00% | – |
| LMT | Exit | Lockheed Martin Corp | $0 | – | -688 | -100.0% | -0.00% | – |
| FTEC | Exit | Fidelity MSCI Information Technology Index ETFexchange traded fund | $0 | – | -3,066 | -100.0% | -0.00% | – |
| GE | Exit | General Electric Co | $0 | – | -23,395 | -100.0% | -0.00% | – |
| K | Exit | Kellogg Co | $0 | – | -16,044 | -100.0% | -0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CHEVRON CORPORATION | 42 | Q3 2023 | 2.1% |
| VIASAT INC | 42 | Q3 2023 | 1.8% |
| Bank of New York Mellon Corp/The | 41 | Q3 2023 | 12.0% |
| Old Dominion Freight Lines Inc | 41 | Q3 2023 | 5.6% |
| OLIN CORP | 41 | Q3 2023 | 2.1% |
| CARPENTER TECHNOLOGY CORP | 41 | Q3 2023 | 1.6% |
| TRINITY INDUSTRIES INC | 41 | Q3 2023 | 1.1% |
| SONOCO PRODUCTS CO | 41 | Q3 2023 | 1.1% |
| Kinder Morgan Inc P | 40 | Q3 2023 | 8.7% |
| ALASKA AIR GROUP INC | 40 | Q2 2023 | 5.1% |
View Financial Engines Advisors L.L.C.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-12 |
View Financial Engines Advisors L.L.C.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.