Elite Wealth Management’s CVR Partners UAN Stock Holding History

Elite 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
2016 Q3	$1K	Buy	+10	New	+$668	﹤0.01%	238
2014 Q4	–	Sell	-10	Closed	-$1K	–	426
2014 Q3	$1K	Hold	10	–	–	﹤0.01%	604
2014 Q2	$2K	Sell	10 -10	-50%	-$1.98K	﹤0.01%	396
2014 Q1	$4K	Buy	20 +10	+100%	+$1.9K	﹤0.01%	289
2013 Q4	$2K	Hold	10	–	–	﹤0.01%	708
2013 Q3	$2K	Hold	10	–	–	﹤0.01%	387
2013 Q2	$2K	Buy	+10	New	+$2.46K	﹤0.01%	284

Other funds holding UAN

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

CNA Financial Chicago, Illinois $235M AUM 3.39% 1-Year Est. Return

CCI

Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

SIM

Strategic Income Management Seattle, Washington $52.1M AUM 18.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Elite Wealth Management's UAN Position: Q3 2016 in Review

Elite Wealth Management opened a new position in CVR Partners (UAN) in Q3 2016: 10 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #238 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in UAN as recently as Q3 2014.

Elite Wealth Management first reported a position in UAN in Q2 2013 and has held it in 7 quarters since. The position peaked at $4K in Q1 2014. 75 funds tracked by Wall St. Rank hold UAN as of Q3 2016.

Elite Wealth Management held 10 shares of CVR Partners worth $1K as of Q3 2016.
CVR Partners was a new Elite Wealth Management position in Q3 2016.
CVR Partners made up ﹤0.01% of Elite Wealth Management's portfolio in Q3 2016, its #238 holding.
Elite Wealth Management first reported a position in CVR Partners in Q2 2013 and has held it in 7 quarters since.
Elite Wealth Management's CVR Partners position peaked at $4K in Q1 2014.
75 funds tracked by Wall St. Rank held CVR Partners as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.