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

Next 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
2017 Q2	–	Sell	-41	Closed	-$1K	–	1911
2017 Q1	$1K	Sell	41 -19	-32%	-$381	﹤0.01%	1785
2016 Q4	$1K	Hold	60	–	–	﹤0.01%	2262
2016 Q3	$1K	Buy	60 +19	+46%	+$310	﹤0.01%	2252
2016 Q2	$0	Hold	41	–	–	﹤0.01%	1752
2016 Q1	$0	Hold	41	–	–	﹤0.01%	1744
2015 Q4	$0	Sell	41 -9	-18%	-$175	﹤0.01%	1791
2015 Q3	$0	Hold	50	–	–	﹤0.01%	1830
2015 Q2	$0	Buy	50 +9	+22%	+$163	﹤0.01%	1852
2015 Q1	$0	Hold	41	–	–	﹤0.01%	1852
2014 Q4	$1K	Hold	41	–	–	﹤0.01%	1793
2014 Q3	$1K	Sell	41 -25	-38%	-$430	﹤0.01%	2401
2014 Q2	$1K	Buy	+66	New	+$1.13K	﹤0.01%	1125

Other funds holding CNO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's CNO Position: Q2 2017 in Review

Next Financial Group sold out of CNO Financial Group (CNO) in Q2 2017, closing a stake of 41 shares — an estimated $1K sold.

Next Financial Group first reported a position in CNO in Q2 2014 and held it in 12 quarters. The position peaked at $1K in Q1 2017. 242 funds tracked by Wall St. Rank hold CNO as of Q2 2017.

Next Financial Group reported no remaining CNO Financial Group position as of Q2 2017 after selling out during the quarter.
Next Financial Group sold 41 CNO Financial Group shares in Q2 2017, an estimated $1K.
Next Financial Group first reported a position in CNO Financial Group in Q2 2014 and held it in 12 quarters.
Next Financial Group's CNO Financial Group position peaked at $1K in Q1 2017.
242 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2017.

Based on Next Financial Group's 13F filing for Q2 2017, filed 12 Jul 2017.