RJFSA
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Raymond James Financial Services Advisors’s CVR Partners UAN Stock Holding History

Raymond James Financial Services Advisors’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
2023
Q2 		– Sell
-2,859
Closed -$255K – 3366
2023
Q1 		$255K Buy
+2,859
New +$278K ﹤0.01% 2749
2018
Q1 		– Sell
-1,858
Closed -$61K – 2729
2017
Q4 		$61K Buy
1,858
+844
+83% +$28K ﹤0.01% 2426
2017
Q3 		$33K Sell
1,014
-308
-23% -$10.1K ﹤0.01% 2483
2017
Q2 		$46K Sell
1,322
-79
-6% -$3.44K ﹤0.01% 2417
2017
Q1 		$65K Sell
1,401
-480
-26% -$27.2K ﹤0.01% 2298
2016
Q4 		$113K Sell
1,881
-179
-9% -$9.19K ﹤0.01% 2174
2016
Q3 		$109K Sell
2,060
-290
-12% -$19.4K ﹤0.01% 2142
2016
Q2 		$192K Buy
+2,350
New +$194K ﹤0.01% 1987

Other funds holding UAN

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $2.11B AUM 1.81% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $818M AUM 24.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return