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Evoke Wealth’s CNO Financial Group CNO Stock Holding History

Evoke Wealth’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
Q3 		– Sell
-82
Closed -$1K – 1036
2020
Q2 		$1K Buy
+82
New +$1.13K ﹤0.01% 954
2020
Q1 		– Sell
-93
Closed -$1.68K – 1172
2019
Q4 		$1.68K Sell
93
-1
-1% -$17 ﹤0.01% 1100
2019
Q3 		$1.49K Buy
+94
New +$1.49K ﹤0.01% 1260

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evoke Wealth's CNO Position: Q3 2020 in Review

Evoke Wealth sold out of CNO Financial Group (CNO) in Q3 2020, closing a stake of 82 shares — an estimated $1K sold.

Evoke Wealth first reported a position in CNO in Q3 2019 and held it in 3 quarters. The position peaked at $1.68K in Q4 2019. 230 funds tracked by Wall St. Rank hold CNO as of Q3 2020.

  • Evoke Wealth reported no remaining CNO Financial Group position as of Q3 2020 after selling out during the quarter.
  • Evoke Wealth sold 82 CNO Financial Group shares in Q3 2020, an estimated $1K.
  • Evoke Wealth first reported a position in CNO Financial Group in Q3 2019 and held it in 3 quarters.
  • Evoke Wealth's CNO Financial Group position peaked at $1.68K in Q4 2019.
  • 230 funds tracked by Wall St. Rank held CNO Financial Group as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.