NCM
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Nelson Capital Management’s CNA Financial CNA Stock Holding History

Nelson Capital Management’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
2018
Q1 		– Sell
-166
Closed -$9K – 276
2017
Q4 		$9K Buy
+166
New +$8.74K ﹤0.01% 233

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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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Nelson Capital Management's CNA Position: Q1 2018 in Review

Nelson Capital Management sold out of CNA Financial (CNA) in Q1 2018, closing a stake of 166 shares — an estimated $9K sold.

Nelson Capital Management first reported a position in CNA in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 205 funds tracked by Wall St. Rank hold CNA as of Q1 2018.

  • Nelson Capital Management reported no remaining CNA Financial position as of Q1 2018 after selling out during the quarter.
  • Nelson Capital Management sold 166 CNA Financial shares in Q1 2018, an estimated $9K.
  • Nelson Capital Management first reported a position in CNA Financial in Q4 2017 and held it in 1 quarter.
  • Nelson Capital Management's CNA Financial position peaked at $9K in Q4 2017.
  • 205 funds tracked by Wall St. Rank held CNA Financial as of Q1 2018.

Based on Nelson Capital Management's 13F filing for Q1 2018, filed 20 Apr 2018.