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Concert Wealth Management’s CVR Partners UAN Stock Holding History

Concert 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
2013
Q4 		– Sell
-1,370
Closed -$247K – 572
2013
Q3 		$247K Buy
1,370
+53
+4% +$10.7K 0.04% 421
2013
Q2 		$299K Buy
+1,317
New +$324K 0.04% 340

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CS
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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CF
CNA Financial Chicago, Illinois $235M AUM 3.39% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Concert Wealth Management's UAN Position: Q4 2013 in Review

Concert Wealth Management sold out of CVR Partners (UAN) in Q4 2013, closing a stake of 1,370 shares — an estimated $247K sold.

Concert Wealth Management first reported a position in UAN in Q2 2013 and held it in 2 quarters. The position peaked at $299K in Q2 2013. 82 funds tracked by Wall St. Rank hold UAN as of Q4 2013.

  • Concert Wealth Management reported no remaining CVR Partners position as of Q4 2013 after selling out during the quarter.
  • Concert Wealth Management sold 1,370 CVR Partners shares in Q4 2013, an estimated $247K.
  • Concert Wealth Management first reported a position in CVR Partners in Q2 2013 and held it in 2 quarters.
  • Concert Wealth Management's CVR Partners position peaked at $299K in Q2 2013.
  • 82 funds tracked by Wall St. Rank held CVR Partners as of Q4 2013.

Based on Concert Wealth Management's 13F filing for Q4 2013, filed 12 Feb 2014.