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	–	1934
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	–	1807
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 New York $1.15T AUM 47.82% 1-Year Est. Return

RCM

Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GCM

Glendon Capital Management Santa Monica, California $773M AUM 8.9% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CNA Financial Chicago, Illinois $239M AUM 4.56% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of CVR Partners (UAN) in Q2 2019, closing a stake of 186 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in UAN in Q4 2015 and held it in 7 quarters. The position peaked at $17K in Q1 2016. 47 funds tracked by Wall St. Rank hold UAN as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining CVR Partners position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 186 CVR Partners shares in Q2 2019, an estimated $7K.
Wealthspire Advisors (Maryland) first reported a position in CVR Partners in Q4 2015 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s CVR Partners position peaked at $17K in Q1 2016.
47 funds tracked by Wall St. Rank held CVR Partners as of Q2 2019.

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