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Bartlett & Co Wealth Management’s CVR Partners UAN Stock Holding History

Bartlett & Co Wealth Management’s Portfolio UAN Stock Details UAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10
Closed -$905 – 1223
2020
Q3 		$905 Buy
+10
New +$90 ﹤0.01% 816

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Bartlett & Co Wealth Management's UAN Position: Q4 2020 in Review

Bartlett & Co Wealth Management sold out of CVR Partners (UAN) in Q4 2020, closing a stake of 10 shares — an estimated $905 sold.

Bartlett & Co Wealth Management first reported a position in UAN in Q3 2020 and held it in 1 quarter. The position peaked at $905 in Q3 2020. 25 funds tracked by Wall St. Rank hold UAN as of Q4 2020.

  • Bartlett & Co Wealth Management reported no remaining CVR Partners position as of Q4 2020 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 10 CVR Partners shares in Q4 2020, an estimated $905.
  • Bartlett & Co Wealth Management first reported a position in CVR Partners in Q3 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's CVR Partners position peaked at $905 in Q3 2020.
  • 25 funds tracked by Wall St. Rank held CVR Partners as of Q4 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2020, filed 13 Feb 2024.