IFAM
CONN

Institutional & Family Asset Management’s Conn's Inc. CONN Stock Holding History

Institutional & Family Asset Management’s Portfolio CONN Stock Details CONN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-525
Closed -$7K – 927
2019
Q4 		$7K Buy
+525
New +$11K ﹤0.01% 560

Other funds holding CONN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Institutional & Family Asset Management's CONN Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of Conn's Inc. (CONN) in Q1 2020, closing a stake of 525 shares — an estimated $7K sold.

Institutional & Family Asset Management first reported a position in CONN in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 128 funds tracked by Wall St. Rank hold CONN as of Q1 2020.

  • Institutional & Family Asset Management reported no remaining Conn's Inc. position as of Q1 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 525 Conn's Inc. shares in Q1 2020, an estimated $7K.
  • Institutional & Family Asset Management first reported a position in Conn's Inc. in Q4 2019 and held it in 1 quarter.
  • Institutional & Family Asset Management's Conn's Inc. position peaked at $7K in Q4 2019.
  • 128 funds tracked by Wall St. Rank held Conn's Inc. as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.