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Heritage Wealth Advisors’s CNA Financial CNA Stock Holding History

Heritage Wealth Advisors’s Portfolio CNA Stock Details CNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-95
Closed -$4.12K – 457
2019
Q1 		$4.12K Hold
95
– – ﹤0.01% 391
2018
Q4 		$4K Hold
95
– – ﹤0.01% 343
2018
Q3 		$4K Buy
+95
New +$4.39K ﹤0.01% 335

Other funds holding CNA

LC
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Heritage Wealth Advisors's CNA Position: Q2 2019 in Review

Heritage Wealth Advisors sold out of CNA Financial (CNA) in Q2 2019, closing a stake of 95 shares — an estimated $4.12K sold.

Heritage Wealth Advisors first reported a position in CNA in Q3 2018 and held it in 3 quarters. The position peaked at $4.12K in Q1 2019. 189 funds tracked by Wall St. Rank hold CNA as of Q2 2019.

  • Heritage Wealth Advisors reported no remaining CNA Financial position as of Q2 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 95 CNA Financial shares in Q2 2019, an estimated $4.12K.
  • Heritage Wealth Advisors first reported a position in CNA Financial in Q3 2018 and held it in 3 quarters.
  • Heritage Wealth Advisors's CNA Financial position peaked at $4.12K in Q1 2019.
  • 189 funds tracked by Wall St. Rank held CNA Financial as of Q2 2019.

Based on Heritage Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.