Wealthspire Advisors (Maryland)’s Horace Mann Educators HMN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-514	Closed	-$18K	–	1123
2019 Q1	$18K	Sell	514 -98	-16%	-$3.79K	﹤0.01%	1316
2018 Q4	$23K	Buy	612 +24	+4%	+$949	﹤0.01%	1145
2018 Q3	$26K	Hold	588	–	–	﹤0.01%	1200
2018 Q2	$26K	Buy	588 +27	+5%	+$1.2K	﹤0.01%	1214
2018 Q1	$24K	Sell	561 -74	-12%	-$3.15K	﹤0.01%	1238
2017 Q4	$28K	Buy	635 +166	+35%	+$7.24K	﹤0.01%	1221
2017 Q3	$18K	Buy	469 +193	+70%	+$7.11K	﹤0.01%	1330
2017 Q2	$10K	Buy	276 +218	+376%	+$8.4K	﹤0.01%	1526
2017 Q1	$2K	Hold	58	–	–	﹤0.01%	1693
2016 Q4	$2K	Hold	58	–	–	﹤0.01%	1553
2016 Q3	$2K	Hold	58	–	–	﹤0.01%	1550
2016 Q2	$2K	Hold	58	–	–	﹤0.01%	1513
2016 Q1	$2K	Hold	58	–	–	﹤0.01%	1534
2015 Q4	$2K	Buy	+58	New	+$1.98K	﹤0.01%	1521

Other funds holding HMN

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HMN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Horace Mann Educators (HMN) in Q2 2019, closing a stake of 514 shares — an estimated $18K sold.

Wealthspire Advisors (Maryland) first reported a position in HMN in Q4 2015 and held it in 14 quarters. The position peaked at $28K in Q4 2017. 185 funds tracked by Wall St. Rank hold HMN as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Horace Mann Educators position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 514 Horace Mann Educators shares in Q2 2019, an estimated $18K.
Wealthspire Advisors (Maryland) first reported a position in Horace Mann Educators in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Horace Mann Educators position peaked at $28K in Q4 2017.
185 funds tracked by Wall St. Rank held Horace Mann Educators as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.