Lucus Advisors’s HNI Corp HNI Stock Holding History

Lucus Advisors’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 Q3	–	Sell	-8,943	Closed	-$357K	–	216
2017 Q2	$357K	Buy	+8,943	New	+$390K	0.48%	112
2016 Q4	–	Sell	-9,870	Closed	-$393K	–	94
2016 Q3	$393K	Buy	+9,870	New	+$500K	0.34%	141

Other funds holding HNI

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lucus Advisors's HNI Position: Q3 2017 in Review

Lucus Advisors sold out of HNI Corp (HNI) in Q3 2017, closing a stake of 8,943 shares — an estimated $357K sold.

Lucus Advisors first reported a position in HNI in Q3 2016 and held it in 2 quarters. The position peaked at $393K in Q3 2016. 149 funds tracked by Wall St. Rank hold HNI as of Q3 2017.

Lucus Advisors reported no remaining HNI Corp position as of Q3 2017 after selling out during the quarter.
Lucus Advisors sold 8,943 HNI Corp shares in Q3 2017, an estimated $357K.
Lucus Advisors first reported a position in HNI Corp in Q3 2016 and held it in 2 quarters.
Lucus Advisors's HNI Corp position peaked at $393K in Q3 2016.
149 funds tracked by Wall St. Rank held HNI Corp as of Q3 2017.

Based on Lucus Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.