Avidian Wealth Enterprises’s HNI Corp HNI Stock Holding History

Avidian Wealth Enterprises’s Portfolio HNI Stock Details HNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-4,440	Closed	-$248K	–	93
2016 Q4	$248K	Buy	+4,440	New	+$210K	0.11%	67

Other funds holding HNI

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avidian Wealth Enterprises's HNI Position: Q1 2017 in Review

Avidian Wealth Enterprises sold out of HNI Corp (HNI) in Q1 2017, closing a stake of 4,440 shares — an estimated $248K sold.

Avidian Wealth Enterprises first reported a position in HNI in Q4 2016 and held it in 1 quarter. The position peaked at $248K in Q4 2016. 174 funds tracked by Wall St. Rank hold HNI as of Q1 2017.

Avidian Wealth Enterprises reported no remaining HNI Corp position as of Q1 2017 after selling out during the quarter.
Avidian Wealth Enterprises sold 4,440 HNI Corp shares in Q1 2017, an estimated $248K.
Avidian Wealth Enterprises first reported a position in HNI Corp in Q4 2016 and held it in 1 quarter.
Avidian Wealth Enterprises's HNI Corp position peaked at $248K in Q4 2016.
174 funds tracked by Wall St. Rank held HNI Corp as of Q1 2017.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2017, filed 15 May 2017.