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Wealthfront’s HNI Corp HNI Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-228
Closed -$10K – 607
2015
Q3 		$10K Sell
228
-115
-34% -$5.48K ﹤0.01% 956
2015
Q2 		$18K Buy
343
+269
+364% +$13.9K ﹤0.01% 666
2015
Q1 		$4K Buy
74
+73
+7,300% +$3.75K ﹤0.01% 839
2014
Q4 		$0 Buy
+1
New +$45 ﹤0.01% 806

Other funds holding HNI

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Wealthfront's HNI Position: Q4 2015 in Review

Wealthfront sold out of HNI Corp (HNI) in Q4 2015, closing a stake of 228 shares — an estimated $10K sold.

Wealthfront first reported a position in HNI in Q4 2014 and held it in 4 quarters. The position peaked at $18K in Q2 2015. 157 funds tracked by Wall St. Rank hold HNI as of Q4 2015.

  • Wealthfront reported no remaining HNI Corp position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 228 HNI Corp shares in Q4 2015, an estimated $10K.
  • Wealthfront first reported a position in HNI Corp in Q4 2014 and held it in 4 quarters.
  • Wealthfront's HNI Corp position peaked at $18K in Q2 2015.
  • 157 funds tracked by Wall St. Rank held HNI Corp as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.