SWM
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Stockman Wealth Management’s CVR Partners UAN Stock Holding History

Stockman Wealth Management’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
2018
Q4 		– Sell
-1,118
Closed -$43K – 153
2018
Q3 		$43K Hold
1,118
– – 0.02% 151
2018
Q2 		$37K Hold
1,118
– – 0.02% 150
2018
Q1 		$36K Hold
1,118
– – 0.02% 149
2017
Q4 		$37K Sell
1,118
-60
-5% -$1.99K 0.02% 150
2017
Q3 		$38K Hold
1,178
– – 0.02% 144
2017
Q2 		$41K Hold
1,178
– – 0.04% 117
2017
Q1 		$55K Hold
1,178
– – 0.03% 133
2016
Q4 		$71K Hold
1,178
– – 0.04% 127
2016
Q3 		$62K Buy
+1,178
New +$78.7K 0.04% 125

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
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $805M AUM 17.91% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
CF
CNA Financial Chicago, Illinois $235M AUM 3.39% 1-Year Est. Return