James Investment Research’s Horace Mann Educators HMN Stock Holding History

James Investment Research’s Portfolio HMN Stock Details HMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-12,810	Closed	-$426K	–	488
2015 Q3	$426K	Sell	12,810 -45,818	-78%	-$1.59M	0.01%	255
2015 Q2	$2.13M	Sell	58,628 -955	-2%	-$33.6K	0.05%	189
2015 Q1	$2.04M	Buy	59,583 +11,533	+24%	+$371K	0.05%	194
2014 Q4	$1.59M	Sell	48,050 -8,280	-15%	-$255K	0.04%	198
2014 Q3	$1.61M	Sell	56,330 -84,191	-60%	-$2.48M	0.05%	199
2014 Q2	$4.39M	Buy	140,521 +15,320	+12%	+$454K	0.14%	134
2014 Q1	$3.63M	Sell	125,201 -205	-0.2%	-$5.92K	0.12%	145
2013 Q4	$3.96M	Buy	125,406 +39,660	+46%	+$1.17M	0.12%	145
2013 Q3	$2.43M	Buy	+85,746	New	+$2.34M	0.09%	159

Other funds holding HMN

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

James Investment Research's HMN Position: Q4 2015 in Review

James Investment Research sold out of Horace Mann Educators (HMN) in Q4 2015, closing a stake of 12,810 shares — an estimated $426K sold.

James Investment Research first reported a position in HMN in Q3 2013 and held it in 9 quarters. The position peaked at $4.39M in Q2 2014. 174 funds tracked by Wall St. Rank hold HMN as of Q4 2015.

James Investment Research reported no remaining Horace Mann Educators position as of Q4 2015 after selling out during the quarter.
James Investment Research sold 12,810 Horace Mann Educators shares in Q4 2015, an estimated $426K.
James Investment Research first reported a position in Horace Mann Educators in Q3 2013 and held it in 9 quarters.
James Investment Research's Horace Mann Educators position peaked at $4.39M in Q2 2014.
174 funds tracked by Wall St. Rank held Horace Mann Educators as of Q4 2015.

Based on James Investment Research's 13F filing for Q4 2015, filed 27 Jan 2016.