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Waverly Advisors’s CNO Financial Group CNO Stock Holding History

Waverly Advisors’s Portfolio CNO Stock Details CNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-479
Closed -$8K – 474
2014
Q3 		$8K Hold
479
– – ﹤0.01% 527
2014
Q2 		$9K Buy
479
+50
+12% +$852 ﹤0.01% 467
2014
Q1 		$8K Buy
429
+112
+35% +$2.01K ﹤0.01% 466
2013
Q4 		$6K Buy
+317
New +$5.08K ﹤0.01% 636

Other funds holding CNO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Waverly Advisors's CNO Position: Q4 2014 in Review

Waverly Advisors sold out of CNO Financial Group (CNO) in Q4 2014, closing a stake of 479 shares — an estimated $8K sold.

Waverly Advisors first reported a position in CNO in Q4 2013 and held it in 4 quarters. The position peaked at $9K in Q2 2014. 204 funds tracked by Wall St. Rank hold CNO as of Q4 2014.

  • Waverly Advisors reported no remaining CNO Financial Group position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 479 CNO Financial Group shares in Q4 2014, an estimated $8K.
  • Waverly Advisors first reported a position in CNO Financial Group in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's CNO Financial Group position peaked at $9K in Q2 2014.
  • 204 funds tracked by Wall St. Rank held CNO Financial Group as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.