Shelton Capital Management’s HNI Corp HNI Stock Holding History

Shelton Capital 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
2017 Q1	–	Sell	-4,649	Closed	-$260K	–	875
2016 Q4	$260K	Buy	+4,649	New	+$220K	0.02%	695
2016 Q3	–	Sell	-4,649	Closed	-$216K	–	809
2016 Q2	$216K	Buy	+4,649	New	+$204K	0.02%	680
2015 Q3	–	Sell	-4,649	Closed	-$238K	–	754
2015 Q2	$238K	Hold	4,649	–	–	0.02%	677
2015 Q1	$256K	Hold	4,649	–	–	0.03%	667
2014 Q4	$237K	Buy	+4,649	New	+$210K	0.03%	692
2014 Q3	–	Sell	-5,210	Closed	-$204K	–	772
2014 Q2	$204K	Buy	+5,210	New	+$190K	0.03%	752
2014 Q1	–	Sell	-5,210	Closed	-$202K	–	772
2013 Q4	$202K	Buy	+5,210	New	+$198K	0.03%	709

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Shelton Capital Management's HNI Position: Q1 2017 in Review

Shelton Capital Management sold out of HNI Corp (HNI) in Q1 2017, closing a stake of 4,649 shares — an estimated $260K sold.

Shelton Capital Management first reported a position in HNI in Q4 2013 and held it in 7 quarters. The position peaked at $260K in Q4 2016. 174 funds tracked by Wall St. Rank hold HNI as of Q1 2017.

Shelton Capital Management reported no remaining HNI Corp position as of Q1 2017 after selling out during the quarter.
Shelton Capital Management sold 4,649 HNI Corp shares in Q1 2017, an estimated $260K.
Shelton Capital Management first reported a position in HNI Corp in Q4 2013 and held it in 7 quarters.
Shelton Capital Management's HNI Corp position peaked at $260K in Q4 2016.
174 funds tracked by Wall St. Rank held HNI Corp as of Q1 2017.

Based on Shelton Capital Management's 13F filing for Q1 2017, filed 15 May 2017.