Mosaic Family Wealth’s HNI Corp HNI Stock Holding History

Mosaic Family Wealth’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
2016 Q2	–	Sell	-400	Closed	-$15K	–	805
2016 Q1	$15K	Buy	+400	New	+$13.6K	0.01%	476

Other funds holding HNI

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

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

BFA

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

FCM

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

Mosaic Family Wealth's HNI Position: Q2 2016 in Review

Mosaic Family Wealth sold out of HNI Corp (HNI) in Q2 2016, closing a stake of 400 shares — an estimated $15K sold.

Mosaic Family Wealth first reported a position in HNI in Q1 2016 and held it in 1 quarter. The position peaked at $15K in Q1 2016. 170 funds tracked by Wall St. Rank hold HNI as of Q2 2016.

Mosaic Family Wealth reported no remaining HNI Corp position as of Q2 2016 after selling out during the quarter.
Mosaic Family Wealth sold 400 HNI Corp shares in Q2 2016, an estimated $15K.
Mosaic Family Wealth first reported a position in HNI Corp in Q1 2016 and held it in 1 quarter.
Mosaic Family Wealth's HNI Corp position peaked at $15K in Q1 2016.
170 funds tracked by Wall St. Rank held HNI Corp as of Q2 2016.

Based on Mosaic Family Wealth's 13F filing for Q2 2016, filed 15 Aug 2016.