NWM
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Northwest Wealth Management’s HNI Corp HNI Stock Holding History

Northwest Wealth Management’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
2019
Q2 		– Sell
-1,964
Closed -$71K – 283
2019
Q1 		$71K Hold
1,964
– – 0.05% 186
2018
Q4 		$70K Hold
1,964
– – 0.06% 174
2018
Q3 		$87K Buy
1,964
+65
+3% +$2.75K 0.07% 166
2018
Q2 		$71K Hold
1,899
– – 0.05% 188
2018
Q1 		$69K Buy
+1,899
New +$72.6K 0.05% 186

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Northwest Wealth Management's HNI Position: Q2 2019 in Review

Northwest Wealth Management sold out of HNI Corp (HNI) in Q2 2019, closing a stake of 1,964 shares — an estimated $71K sold.

Northwest Wealth Management first reported a position in HNI in Q1 2018 and held it in 5 quarters. The position peaked at $87K in Q3 2018. 186 funds tracked by Wall St. Rank hold HNI as of Q2 2019.

  • Northwest Wealth Management reported no remaining HNI Corp position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 1,964 HNI Corp shares in Q2 2019, an estimated $71K.
  • Northwest Wealth Management first reported a position in HNI Corp in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's HNI Corp position peaked at $87K in Q3 2018.
  • 186 funds tracked by Wall St. Rank held HNI Corp as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.