IPC
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Independent Portfolio Consultants’s HNI Corp HNI Stock Holding History

Independent Portfolio Consultants’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
2015
Q3 		– Sell
-2,000
Closed -$102K – 822
2015
Q2 		$102K Sell
2,000
-5
-0.2% -$258 0.02% 501
2015
Q1 		$111K Sell
2,005
-80
-4% -$4.1K 0.02% 463
2014
Q4 		$106K Sell
2,085
-8,475
-80% -$382K 0.02% 488
2014
Q3 		$380K Buy
+10,560
New +$397K 0.1% 330

Other funds holding HNI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Independent Portfolio Consultants's HNI Position: Q3 2015 in Review

Independent Portfolio Consultants sold out of HNI Corp (HNI) in Q3 2015, closing a stake of 2,000 shares — an estimated $102K sold.

Independent Portfolio Consultants first reported a position in HNI in Q3 2014 and held it in 4 quarters. The position peaked at $380K in Q3 2014. 158 funds tracked by Wall St. Rank hold HNI as of Q3 2015.

  • Independent Portfolio Consultants reported no remaining HNI Corp position as of Q3 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 2,000 HNI Corp shares in Q3 2015, an estimated $102K.
  • Independent Portfolio Consultants first reported a position in HNI Corp in Q3 2014 and held it in 4 quarters.
  • Independent Portfolio Consultants's HNI Corp position peaked at $380K in Q3 2014.
  • 158 funds tracked by Wall St. Rank held HNI Corp as of Q3 2015.

Based on Independent Portfolio Consultants's 13F filing for Q3 2015, filed 19 Oct 2015.