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Burt Wealth Advisors’s CNO Financial Group CNO Stock Holding History

Burt Wealth Advisors’s Portfolio CNO Stock Details CNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-291
Closed -$5K – 392
2020
Q3 		$5K Hold
291
– – ﹤0.01% 310
2020
Q2 		$5K Hold
291
– – ﹤0.01% 297
2020
Q1 		$4K Buy
+291
New +$4.77K ﹤0.01% 320

Other funds holding CNO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Burt Wealth Advisors's CNO Position: Q4 2020 in Review

Burt Wealth Advisors sold out of CNO Financial Group (CNO) in Q4 2020, closing a stake of 291 shares — an estimated $5K sold.

Burt Wealth Advisors first reported a position in CNO in Q1 2020 and held it in 3 quarters. The position peaked at $5K in Q3 2020. 244 funds tracked by Wall St. Rank hold CNO as of Q4 2020.

  • Burt Wealth Advisors reported no remaining CNO Financial Group position as of Q4 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 291 CNO Financial Group shares in Q4 2020, an estimated $5K.
  • Burt Wealth Advisors first reported a position in CNO Financial Group in Q1 2020 and held it in 3 quarters.
  • Burt Wealth Advisors's CNO Financial Group position peaked at $5K in Q3 2020.
  • 244 funds tracked by Wall St. Rank held CNO Financial Group as of Q4 2020.

Based on Burt Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.