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WFG Advisors’s CVR Partners UAN Stock Holding History

WFG Advisors’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
2014
Q4 		– Sell
-156
Closed -$21K – 2245
2014
Q3 		$21K Buy
156
+150
+2,500% +$24.7K ﹤0.01% 1267
2014
Q2 		$1K Sell
6
-12
-67% -$2.38K ﹤0.01% 1925
2014
Q1 		$4K Sell
18
-348
-95% -$66.1K ﹤0.01% 1690
2013
Q4 		$60K Buy
366
+201
+122% +$35K 0.01% 929
2013
Q3 		$29K Buy
165
+102
+162% +$20.7K ﹤0.01% 1123
2013
Q2 		$14K Buy
+63
New +$15.5K ﹤0.01% 1357

Other funds holding UAN

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIM
Strategic Income Management Seattle, Washington $52.1M AUM 18.16% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
CF
CNA Financial Chicago, Illinois $235M AUM 3.39% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WFG Advisors's UAN Position: Q4 2014 in Review

WFG Advisors sold out of CVR Partners (UAN) in Q4 2014, closing a stake of 156 shares — an estimated $21K sold.

WFG Advisors first reported a position in UAN in Q2 2013 and held it in 6 quarters. The position peaked at $60K in Q4 2013. 70 funds tracked by Wall St. Rank hold UAN as of Q4 2014.

  • WFG Advisors reported no remaining CVR Partners position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 156 CVR Partners shares in Q4 2014, an estimated $21K.
  • WFG Advisors first reported a position in CVR Partners in Q2 2013 and held it in 6 quarters.
  • WFG Advisors's CVR Partners position peaked at $60K in Q4 2013.
  • 70 funds tracked by Wall St. Rank held CVR Partners as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.