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LifePlan Financial Group’s CNO Financial Group CNO Stock Holding History

LifePlan Financial Group’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
2018
Q2 		– Sell
-63
Closed -$1K – 525
2018
Q1 		$1K Buy
+63
New +$1.48K ﹤0.01% 485
2014
Q2 		– Sell
-63
Closed -$1K – 87
2014
Q1 		$1K Hold
63
– – ﹤0.01% 240
2013
Q4 		$1K Hold
63
– – ﹤0.01% 224
2013
Q3 		$1K Hold
63
– – ﹤0.01% 202
2013
Q2 		$1K Buy
+63
New +$745 ﹤0.01% 182

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LifePlan Financial Group's CNO Position: Q2 2018 in Review

LifePlan Financial Group sold out of CNO Financial Group (CNO) in Q2 2018, closing a stake of 63 shares — an estimated $1K sold.

LifePlan Financial Group first reported a position in CNO in Q2 2013 and held it in 5 quarters. The position peaked at $1K in Q1 2018. 255 funds tracked by Wall St. Rank hold CNO as of Q2 2018.

  • LifePlan Financial Group reported no remaining CNO Financial Group position as of Q2 2018 after selling out during the quarter.
  • LifePlan Financial Group sold 63 CNO Financial Group shares in Q2 2018, an estimated $1K.
  • LifePlan Financial Group first reported a position in CNO Financial Group in Q2 2013 and held it in 5 quarters.
  • LifePlan Financial Group's CNO Financial Group position peaked at $1K in Q1 2018.
  • 255 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2018.

Based on LifePlan Financial Group's 13F filing for Q2 2018, filed 25 Jul 2018.