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Reilly Financial Advisors’s HNI Corp HNI Stock Holding History

Reilly Financial 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
2018
Q2 		– Sell
-14
Closed -$1K – 1007
2018
Q1 		$1K Hold
14
– – ﹤0.01% 924
2017
Q4 		$1K Sell
14
-70
-83% -$2.56K ﹤0.01% 918
2017
Q3 		$3K Buy
+84
New +$3.16K ﹤0.01% 836

Other funds holding HNI

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Reilly Financial Advisors's HNI Position: Q2 2018 in Review

Reilly Financial Advisors sold out of HNI Corp (HNI) in Q2 2018, closing a stake of 14 shares — an estimated $1K sold.

Reilly Financial Advisors first reported a position in HNI in Q3 2017 and held it in 3 quarters. The position peaked at $3K in Q3 2017. 170 funds tracked by Wall St. Rank hold HNI as of Q2 2018.

  • Reilly Financial Advisors reported no remaining HNI Corp position as of Q2 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 14 HNI Corp shares in Q2 2018, an estimated $1K.
  • Reilly Financial Advisors first reported a position in HNI Corp in Q3 2017 and held it in 3 quarters.
  • Reilly Financial Advisors's HNI Corp position peaked at $3K in Q3 2017.
  • 170 funds tracked by Wall St. Rank held HNI Corp as of Q2 2018.

Based on Reilly Financial Advisors's 13F filing for Q2 2018, filed 18 Jul 2018.