SPIA
MN

Steward Partners Investment Advisory’s MANNING & NAPIER, INC. MN Stock Holding History

Steward Partners Investment Advisory’s Portfolio MN Stock Details MN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-141
Closed – – 1797
2017
Q2 		$0 Hold
141
– – ﹤0.01% 1723
2017
Q1 		$0 Hold
141
– – ﹤0.01% 1594
2016
Q4 		$1K Buy
+141
New +$1.04K ﹤0.01% 845

Other funds holding MN

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AI
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MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MC
Menta Capital San Francisco, California $236M AUM 6.6% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Steward Partners Investment Advisory's MN Position: Q3 2017 in Review

Steward Partners Investment Advisory sold out of MANNING & NAPIER, INC. (MN) in Q3 2017, closing a stake of 141 shares.

Steward Partners Investment Advisory first reported a position in MN in Q4 2016 and held it in 3 quarters. The position peaked at $1K in Q4 2016. 61 funds tracked by Wall St. Rank hold MN as of Q3 2017.

  • Steward Partners Investment Advisory reported no remaining MANNING & NAPIER, INC. position as of Q3 2017 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 141 MANNING & NAPIER, INC. shares in Q3 2017.
  • Steward Partners Investment Advisory first reported a position in MANNING & NAPIER, INC. in Q4 2016 and held it in 3 quarters.
  • Steward Partners Investment Advisory's MANNING & NAPIER, INC. position peaked at $1K in Q4 2016.
  • 61 funds tracked by Wall St. Rank held MANNING & NAPIER, INC. as of Q3 2017.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2017, filed 22 Nov 2017.