Wealthspire Advisors (Maryland)’s HNI Corp HNI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-38	Closed	-$1K	–	1125
2019 Q1	$1K	Buy	+38	New	+$1.46K	﹤0.01%	2339
2018 Q4	–	Sell	-8	Closed	–	–	2492
2018 Q3	$0	Buy	+8	New	+$338	﹤0.01%	2433
2018 Q1	–	Sell	-9	Closed	–	–	2553
2017 Q4	$0	Sell	9 -508	-98%	-$18.6K	﹤0.01%	2481
2017 Q3	$21K	Sell	517 -1,746	-77%	-$65.7K	﹤0.01%	1287
2017 Q2	$90K	Buy	2,263 +2,250	+17,308%	+$98.1K	0.01%	728
2017 Q1	$1K	Hold	13	–	–	﹤0.01%	1801
2016 Q4	$1K	Buy	13 +8	+160%	+$379	﹤0.01%	1648
2016 Q3	$0	Hold	5	–	–	﹤0.01%	1763
2016 Q2	$0	Hold	5	–	–	﹤0.01%	1741
2016 Q1	$0	Hold	5	–	–	﹤0.01%	1787
2015 Q4	$0	Buy	+5	New	+$212	﹤0.01%	1739

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

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

Norges Bank Oslo, Norway $935B AUM

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

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of HNI Corp (HNI) in Q2 2019, closing a stake of 38 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in HNI in Q4 2015 and held it in 11 quarters. The position peaked at $90K in Q2 2017. 186 funds tracked by Wall St. Rank hold HNI as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining HNI Corp position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 38 HNI Corp shares in Q2 2019, an estimated $1K.
Wealthspire Advisors (Maryland) first reported a position in HNI Corp in Q4 2015 and held it in 11 quarters.
Wealthspire Advisors (Maryland)'s HNI Corp position peaked at $90K in Q2 2017.
186 funds tracked by Wall St. Rank held HNI Corp as of Q2 2019.

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