BRWA
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B. Riley Wealth Advisors’s CNA Financial CNA Stock Holding History

B. Riley Wealth Advisors’s Portfolio CNA Stock Details CNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-8
Closed – – 818
2014
Q4 		$0 Buy
+8
New +$307 ﹤0.01% 3682
2014
Q3 		– Sell
-8
Closed -$331 – 862
2014
Q2 		$331 Buy
+8
New +$328 ﹤0.01% 2370

Other funds holding CNA

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

B. Riley Wealth Advisors's CNA Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of CNA Financial (CNA) in Q1 2015, closing a stake of 8 shares.

B. Riley Wealth Advisors first reported a position in CNA in Q2 2014 and held it in 2 quarters. The position peaked at $331 in Q2 2014. 151 funds tracked by Wall St. Rank hold CNA as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining CNA Financial position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8 CNA Financial shares in Q1 2015.
  • B. Riley Wealth Advisors first reported a position in CNA Financial in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's CNA Financial position peaked at $331 in Q2 2014.
  • 151 funds tracked by Wall St. Rank held CNA Financial as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.