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United Capital Financial Advisors’s CNA Financial CNA Stock Holding History

United Capital Financial Advisors’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
2015
Q2 		– Sell
-5,708
Closed -$230K – 1260
2015
Q1 		$230K Sell
5,708
-1,118
-16% -$45K ﹤0.01% 1144
2014
Q4 		$264K Buy
+6,826
New +$262K ﹤0.01% 1010

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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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

United Capital Financial Advisors's CNA Position: Q2 2015 in Review

United Capital Financial Advisors sold out of CNA Financial (CNA) in Q2 2015, closing a stake of 5,708 shares — an estimated $230K sold.

United Capital Financial Advisors first reported a position in CNA in Q4 2014 and held it in 2 quarters. The position peaked at $264K in Q4 2014. 156 funds tracked by Wall St. Rank hold CNA as of Q2 2015.

  • United Capital Financial Advisors reported no remaining CNA Financial position as of Q2 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,708 CNA Financial shares in Q2 2015, an estimated $230K.
  • United Capital Financial Advisors first reported a position in CNA Financial in Q4 2014 and held it in 2 quarters.
  • United Capital Financial Advisors's CNA Financial position peaked at $264K in Q4 2014.
  • 156 funds tracked by Wall St. Rank held CNA Financial as of Q2 2015.

Based on United Capital Financial Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.