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UBS’s CNA Financial CNA Stock Holding History

UBS’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
2014
Q3 		– Sell
-500
Closed -$20K – 10395
2014
Q2 		$20K Hold
500
– – ﹤0.01% 8072
2014
Q1 		$21K Sell
500
-700
-58% -$29.1K ﹤0.01% 8003
2013
Q4 		$51K Buy
+1,200
New +$48.6K ﹤0.01% 6930

Other funds holding CNA

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

UBS's CNA Position: Q3 2014 in Review

UBS increased its CNA Financial (CNA) stake by 8.5% in Q3 2014, buying an estimated $265K and bringing the position to 87,534 shares worth $3.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

UBS first reported a position in CNA in Q3 2013 and has held it in 5 quarters since. The position peaked at $3.42M in Q1 2014. 148 funds tracked by Wall St. Rank hold CNA as of Q3 2014.

  • UBS held 87,534 shares of CNA Financial worth $3.33M as of Q3 2014.
  • UBS bought 6,837 CNA Financial shares in Q3 2014, an estimated $265K.
  • CNA Financial made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2423 holding.
  • UBS first reported a position in CNA Financial in Q3 2013 and has held it in 5 quarters since.
  • UBS's CNA Financial position peaked at $3.42M in Q1 2014.
  • 148 funds tracked by Wall St. Rank held CNA Financial as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.