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Sheaff Brock Investment Advisors’s CVR Partners UAN Stock Holding History

Sheaff Brock Investment 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
2016
Q3 		– Sell
-1,087
Closed -$89K – 593
2016
Q2 		$89K Sell
1,087
-1,073
-50% -$88.5K 0.01% 549
2016
Q1 		$181K Sell
2,160
-232
-10% -$15.3K 0.02% 506
2015
Q4 		$192K Buy
+2,392
New +$212K 0.02% 521

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NIMC
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CF
CNA Financial Chicago, Illinois $235M AUM 3.39% 1-Year Est. Return
CCI
Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SIM
Strategic Income Management Seattle, Washington $52.1M AUM 18.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sheaff Brock Investment Advisors's UAN Position: Q3 2016 in Review

Sheaff Brock Investment Advisors sold out of CVR Partners (UAN) in Q3 2016, closing a stake of 1,087 shares — an estimated $89K sold.

Sheaff Brock Investment Advisors first reported a position in UAN in Q4 2015 and held it in 3 quarters. The position peaked at $192K in Q4 2015. 75 funds tracked by Wall St. Rank hold UAN as of Q3 2016.

  • Sheaff Brock Investment Advisors reported no remaining CVR Partners position as of Q3 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 1,087 CVR Partners shares in Q3 2016, an estimated $89K.
  • Sheaff Brock Investment Advisors first reported a position in CVR Partners in Q4 2015 and held it in 3 quarters.
  • Sheaff Brock Investment Advisors's CVR Partners position peaked at $192K in Q4 2015.
  • 75 funds tracked by Wall St. Rank held CVR Partners as of Q3 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2016, filed 8 Nov 2016.