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First Personal Financial Services’s CNO Financial Group CNO Stock Holding History

First Personal Financial Services’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
2016
Q3 		– Sell
-433
Closed -$8K – 806
2016
Q2 		$8K Buy
+433
New +$8.14K ﹤0.01% 610

Other funds holding CNO

Capital World Investors
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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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

First Personal Financial Services's CNO Position: Q3 2016 in Review

First Personal Financial Services sold out of CNO Financial Group (CNO) in Q3 2016, closing a stake of 433 shares — an estimated $8K sold.

First Personal Financial Services first reported a position in CNO in Q2 2016 and held it in 1 quarter. The position peaked at $8K in Q2 2016. 234 funds tracked by Wall St. Rank hold CNO as of Q3 2016.

  • First Personal Financial Services reported no remaining CNO Financial Group position as of Q3 2016 after selling out during the quarter.
  • First Personal Financial Services sold 433 CNO Financial Group shares in Q3 2016, an estimated $8K.
  • First Personal Financial Services first reported a position in CNO Financial Group in Q2 2016 and held it in 1 quarter.
  • First Personal Financial Services's CNO Financial Group position peaked at $8K in Q2 2016.
  • 234 funds tracked by Wall St. Rank held CNO Financial Group as of Q3 2016.

Based on First Personal Financial Services's 13F filing for Q3 2016, filed 7 Nov 2016.