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HL Financial Services’s CVR Partners UAN Stock Holding History

HL Financial Services’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
2014
Q3 		– Sell
-2,055
Closed -$384K – 700
2014
Q2 		$384K Sell
2,055
-40
-2% -$7.94K 0.01% 482
2014
Q1 		$444K Sell
2,095
-141
-6% -$26.8K 0.01% 427
2013
Q4 		$368K Buy
+2,236
New +$389K 0.01% 456

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
CF
CNA Financial Chicago, Illinois $235M AUM 3.39% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HL Financial Services's UAN Position: Q3 2014 in Review

HL Financial Services sold out of CVR Partners (UAN) in Q3 2014, closing a stake of 2,055 shares — an estimated $384K sold.

HL Financial Services first reported a position in UAN in Q4 2013 and held it in 3 quarters. The position peaked at $444K in Q1 2014. 75 funds tracked by Wall St. Rank hold UAN as of Q3 2014.

  • HL Financial Services reported no remaining CVR Partners position as of Q3 2014 after selling out during the quarter.
  • HL Financial Services sold 2,055 CVR Partners shares in Q3 2014, an estimated $384K.
  • HL Financial Services first reported a position in CVR Partners in Q4 2013 and held it in 3 quarters.
  • HL Financial Services's CVR Partners position peaked at $444K in Q1 2014.
  • 75 funds tracked by Wall St. Rank held CVR Partners as of Q3 2014.

Based on HL Financial Services's 13F filing for Q3 2014, filed 27 Oct 2014.