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WealthPLAN Partners’s Horace Mann Educators HMN Stock Holding History

WealthPLAN Partners’s Portfolio HMN Stock Details HMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-215
Closed -$7 – 1012
2016
Q2 		$7 Buy
+215
New +$6.99K ﹤0.01% 2546
2015
Q4 		$18 Buy
+558
New +$19.1K ﹤0.01% 1710

Other funds holding HMN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

WealthPLAN Partners's HMN Position: Q3 2016 in Review

WealthPLAN Partners sold out of Horace Mann Educators (HMN) in Q3 2016, closing a stake of 215 shares — an estimated $7 sold.

WealthPLAN Partners first reported a position in HMN in Q4 2015 and held it in 2 quarters. The position peaked at $18 in Q4 2015. 184 funds tracked by Wall St. Rank hold HMN as of Q3 2016.

  • WealthPLAN Partners reported no remaining Horace Mann Educators position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 215 Horace Mann Educators shares in Q3 2016, an estimated $7.
  • WealthPLAN Partners first reported a position in Horace Mann Educators in Q4 2015 and held it in 2 quarters.
  • WealthPLAN Partners's Horace Mann Educators position peaked at $18 in Q4 2015.
  • 184 funds tracked by Wall St. Rank held Horace Mann Educators as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.