WAM
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Wealthspire Advisors (Maryland)’s CVR Partners UAN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-186
Closed -$7K – 1973
2019
Q1 		$7K Buy
186
+6
+3% +$228 ﹤0.01% 1703
2018
Q4 		$6K Hold
180
– – ﹤0.01% 1681
2018
Q3 		$7K Hold
180
– – ﹤0.01% 1683
2018
Q2 		$6K Hold
180
– – ﹤0.01% 1739
2018
Q1 		$6K Buy
+180
New +$6.31K ﹤0.01% 1763
2016
Q2 		– Sell
-206
Closed -$17K – 1814
2016
Q1 		$17K Hold
206
– – ﹤0.01% 1024
2015
Q4 		$16K Buy
+206
New +$18.3K ﹤0.01% 1050

Other funds holding UAN

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 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
GCM
Glendon Capital Management Santa Monica, California $805M AUM 17.91% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
CNA Financial Chicago, Illinois $235M AUM 3.39% 1-Year Est. Return