Commonwealth Equity Services
UAN icon

Commonwealth Equity Services’s CVR Partners UAN Stock Holding History

Commonwealth Equity Services’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
2014
Q3 		– Sell
-1,308
Closed -$244K – 2140
2014
Q2 		$244K Buy
1,308
+12
+0.9% +$2.38K ﹤0.01% 1691
2014
Q1 		$275K Buy
1,296
+17
+1% +$3.23K ﹤0.01% 1540
2013
Q4 		$211K Sell
1,279
-39
-3% -$6.78K ﹤0.01% 1669
2013
Q3 		$233K Buy
1,318
+317
+32% +$64.2K ﹤0.01% 1541
2013
Q2 		$228K Buy
+1,001
New +$246K ﹤0.01% 1485

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Deutsche Bank
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Renaissance Technologies
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Bank of America
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TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
CF
CNA Financial Chicago, Illinois $235M AUM 3.39% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Susquehanna International Group
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Commonwealth Equity Services's UAN Position: Q3 2014 in Review

Commonwealth Equity Services sold out of CVR Partners (UAN) in Q3 2014, closing a stake of 1,308 shares — an estimated $244K sold.

Commonwealth Equity Services first reported a position in UAN in Q2 2013 and held it in 5 quarters. The position peaked at $275K in Q1 2014. 75 funds tracked by Wall St. Rank hold UAN as of Q3 2014.

  • Commonwealth Equity Services reported no remaining CVR Partners position as of Q3 2014 after selling out during the quarter.
  • Commonwealth Equity Services sold 1,308 CVR Partners shares in Q3 2014, an estimated $244K.
  • Commonwealth Equity Services first reported a position in CVR Partners in Q2 2013 and held it in 5 quarters.
  • Commonwealth Equity Services's CVR Partners position peaked at $275K in Q1 2014.
  • 75 funds tracked by Wall St. Rank held CVR Partners as of Q3 2014.

Based on Commonwealth Equity Services's 13F filing for Q3 2014, filed 17 Oct 2014.