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

Harvest Group 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
2020
Q1 		– Sell
-81
Closed -$1K – 578
2019
Q4 		$1K Hold
81
– – ﹤0.01% 739
2019
Q3 		$1K Buy
+81
New +$1.28K ﹤0.01% 839

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Harvest Group Wealth Management's CNO Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of CNO Financial Group (CNO) in Q1 2020, closing a stake of 81 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in CNO in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 209 funds tracked by Wall St. Rank hold CNO as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining CNO Financial Group position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 81 CNO Financial Group shares in Q1 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in CNO Financial Group in Q3 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's CNO Financial Group position peaked at $1K in Q4 2019.
  • 209 funds tracked by Wall St. Rank held CNO Financial Group as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.