Mariner Wealth Advisors (Cincinnati)’s HNI Corp HNI Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018 Q3	$1.03M	Hold	23,312	–	–	0.06%	141
2018 Q2	$867K	Hold	23,312	–	–	0.05%	140
2018 Q1	$841K	Hold	23,312	–	–	0.05%	137
2017 Q4	$899K	Hold	23,312	–	–	0.05%	133
2017 Q3	$967K	Hold	23,312	–	–	0.06%	129
2017 Q2	$929K	Hold	23,312	–	–	0.06%	128
2017 Q1	$1.07M	Sell	23,312 -2,000	-8%	-$96.3K	0.08%	116
2016 Q4	$1.42M	Hold	25,312	–	–	0.11%	106
2016 Q3	$1.01M	Hold	25,312	–	–	0.09%	119
2016 Q2	$1.18M	Hold	25,312	–	–	0.11%	113
2016 Q1	$991K	Hold	25,312	–	–	0.1%	110
2015 Q4	$913K	Buy	+25,312	New	+$1.07M	0.09%	115
2015 Q1	$1.4M	Sell	25,312 -9,300	-27%	-$477K	0.2%	65
2014 Q4	$1.77M	Hold	34,612	–	–	0.26%	55
2014 Q3	$1.25M	Hold	34,612	–	–	0.2%	61
2014 Q2	$1.35M	Hold	34,612	–	–	0.21%	57
2014 Q1	$1.26M	Sell	34,612 -2,200	-6%	-$78.6K	0.21%	59
2013 Q4	$1.43M	Hold	36,812	–	–	0.24%	63
2013 Q3	$1.33M	Hold	36,812	–	–	0.25%	60
2013 Q2	$1.33M	Buy	+36,812	New	+$1.29M	0.26%	60

Other funds holding HNI

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Mariner Wealth Advisors (Cincinnati)'s HNI Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) held its HNI Corp (HNI) position steady in Q3 2018 at 23,312 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #141.

Mariner Wealth Advisors (Cincinnati) first reported a position in HNI in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.77M in Q4 2014. 178 funds tracked by Wall St. Rank hold HNI as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 23,312 shares of HNI Corp worth $1.03M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) left its HNI Corp share count unchanged in Q3 2018.
HNI Corp made up 0.06% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #141 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in HNI Corp in Q2 2013 and has held it in 20 quarters since.
Mariner Wealth Advisors (Cincinnati)'s HNI Corp position peaked at $1.77M in Q4 2014.
178 funds tracked by Wall St. Rank held HNI Corp as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.