Wealthspire Advisors (Maryland)’s MillerKnoll MLKN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MLKN Stock Details MLKN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-11	Closed	–	–	1390
2019 Q1	$0	Buy	+11	New	+$384	﹤0.01%	2541
2018 Q1	–	Sell	-294	Closed	-$12K	–	2590
2017 Q4	$12K	Hold	294	–	–	﹤0.01%	1520
2017 Q3	$11K	Sell	294 -501	-63%	-$16.9K	﹤0.01%	1543
2017 Q2	$24K	Buy	795 +108	+16%	+$3.44K	﹤0.01%	1198
2017 Q1	$22K	Sell	687 -18	-3%	-$557	﹤0.01%	1051
2016 Q4	$24K	Sell	705 -307	-30%	-$9.57K	﹤0.01%	967
2016 Q3	$29K	Buy	1,012 +164	+19%	+$5.41K	﹤0.01%	948
2016 Q2	$25K	Buy	848 +85	+11%	+$2.61K	﹤0.01%	925
2016 Q1	$24K	Buy	763 +83	+12%	+$2.21K	﹤0.01%	903
2015 Q4	$20K	Buy	+680	New	+$20.9K	﹤0.01%	966

Other funds holding MLKN

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of MillerKnoll (MLKN) in Q2 2019, closing a stake of 11 shares.

Wealthspire Advisors (Maryland) first reported a position in MLKN in Q4 2015 and held it in 10 quarters. The position peaked at $29K in Q3 2016. 301 funds tracked by Wall St. Rank hold MLKN as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining MillerKnoll position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 11 MillerKnoll shares in Q2 2019.
Wealthspire Advisors (Maryland) first reported a position in MillerKnoll in Q4 2015 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s MillerKnoll position peaked at $29K in Q3 2016.
301 funds tracked by Wall St. Rank held MillerKnoll as of Q2 2019.

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