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Wealthspire Advisors (Maryland)’s CNO Financial Group CNO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-44
Closed -$1K – 764
2019
Q1 		$1K Sell
44
-53
-55% -$898 ﹤0.01% 2310
2018
Q4 		$1K Sell
97
-105
-52% -$1.92K ﹤0.01% 2244
2018
Q3 		$4K Buy
202
+171
+552% +$3.59K ﹤0.01% 1883
2018
Q2 		$1K Sell
31
-127
-80% -$2.63K ﹤0.01% 2288
2018
Q1 		$3K Sell
158
-77
-33% -$1.81K ﹤0.01% 1999
2017
Q4 		$6K Buy
235
+224
+2,036% +$5.46K ﹤0.01% 1762
2017
Q3 		$0 Hold
11
– – ﹤0.01% 2281
2017
Q2 		$0 Hold
11
– – ﹤0.01% 2203
2017
Q1 		$0 Buy
+11
New +$220 ﹤0.01% 1933
2016
Q3 		– Sell
-885
Closed -$15K – 1735
2016
Q2 		$15K Sell
885
-1,420
-62% -$26.7K ﹤0.01% 1093
2016
Q1 		$41K Sell
2,305
-22
-0.9% -$383 0.01% 750
2015
Q4 		$44K Buy
+2,327
New +$45.2K 0.01% 751

Other funds holding CNO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CNO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of CNO Financial Group (CNO) in Q2 2019, closing a stake of 44 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in CNO in Q4 2015 and held it in 12 quarters. The position peaked at $44K in Q4 2015. 234 funds tracked by Wall St. Rank hold CNO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining CNO Financial Group position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 44 CNO Financial Group shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in CNO Financial Group in Q4 2015 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s CNO Financial Group position peaked at $44K in Q4 2015.
  • 234 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.