FM
UAN icon

Family Management’s CVR Partners UAN Stock Holding History

Family 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
-4,853
Closed -$859K – 75
2013
Q3 		$859K Sell
4,853
-2,292
-32% -$464K 0.56% 44
2013
Q2 		$1.62M Buy
+7,145
New +$1.76M 0.99% 39

Other funds holding UAN

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Family Management's UAN Position: Q4 2013 in Review

Family Management sold out of CVR Partners (UAN) in Q4 2013, closing a stake of 4,853 shares — an estimated $859K sold.

Family Management first reported a position in UAN in Q2 2013 and held it in 2 quarters. The position peaked at $1.62M in Q2 2013. 82 funds tracked by Wall St. Rank hold UAN as of Q4 2013.

  • Family Management reported no remaining CVR Partners position as of Q4 2013 after selling out during the quarter.
  • Family Management sold 4,853 CVR Partners shares in Q4 2013, an estimated $859K.
  • Family Management first reported a position in CVR Partners in Q2 2013 and held it in 2 quarters.
  • Family Management's CVR Partners position peaked at $1.62M in Q2 2013.
  • 82 funds tracked by Wall St. Rank held CVR Partners as of Q4 2013.

Based on Family Management's 13F filing for Q4 2013, filed 14 Feb 2014.