Evercore Wealth Management’s CNO Financial Group CNO Stock Holding History

Evercore Wealth Management’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
2017 Q2	–	Sell	-446	Closed	-$9K	–	977
2017 Q1	$9K	Buy	+446	New	+$8.94K	﹤0.01%	834
2016 Q4	–	Sell	-800	Closed	-$12K	–	1025
2016 Q3	$12K	Buy	+800	New	+$13K	﹤0.01%	849
2015 Q3	–	Sell	-2,498	Closed	-$45K	–	963
2015 Q2	$45K	Buy	2,498 +2,090	+512%	+$37.9K	﹤0.01%	655
2015 Q1	$7K	Buy	+408	New	+$6.73K	﹤0.01%	900
2014 Q3	–	Sell	-828	Closed	-$15K	–	943
2014 Q2	$15K	Hold	828	–	–	﹤0.01%	779
2014 Q1	$15K	Buy	+828	New	+$14.9K	﹤0.01%	778

Other funds holding CNO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evercore Wealth Management's CNO Position: Q2 2017 in Review

Evercore Wealth Management sold out of CNO Financial Group (CNO) in Q2 2017, closing a stake of 446 shares — an estimated $9K sold.

Evercore Wealth Management first reported a position in CNO in Q1 2014 and held it in 6 quarters. The position peaked at $45K in Q2 2015. 242 funds tracked by Wall St. Rank hold CNO as of Q2 2017.

Evercore Wealth Management reported no remaining CNO Financial Group position as of Q2 2017 after selling out during the quarter.
Evercore Wealth Management sold 446 CNO Financial Group shares in Q2 2017, an estimated $9K.
Evercore Wealth Management first reported a position in CNO Financial Group in Q1 2014 and held it in 6 quarters.
Evercore Wealth Management's CNO Financial Group position peaked at $45K in Q2 2015.
242 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.