YorkBridge Wealth Partners’s CNA Financial CNA Stock Holding History

YorkBridge Wealth Partners’s Portfolio CNA Stock Details CNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-275	Closed	-$13K	–	258
2019 Q2	$13K	Hold	275	–	–	0.01%	510
2019 Q1	$12K	Hold	275	–	–	0.01%	542
2018 Q4	$12K	Hold	275	–	–	0.01%	545
2018 Q3	$12K	Hold	275	–	–	0.01%	583
2018 Q2	$13K	Hold	275	–	–	0.01%	591
2018 Q1	$13K	Hold	275	–	–	0.01%	592
2017 Q4	$14K	Hold	275	–	–	0.01%	596
2017 Q3	$14K	Hold	275	–	–	0.01%	600
2017 Q2	$14K	Hold	275	–	–	0.01%	582
2017 Q1	$12K	Hold	275	–	–	0.01%	594
2016 Q4	$11K	Buy	+275	New	+$10.5K	0.01%	564

Other funds holding CNA

Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

YorkBridge Wealth Partners's CNA Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of CNA Financial (CNA) in Q3 2019, closing a stake of 275 shares — an estimated $13K sold.

YorkBridge Wealth Partners first reported a position in CNA in Q4 2016 and held it in 11 quarters. The position peaked at $14K in Q4 2017. 195 funds tracked by Wall St. Rank hold CNA as of Q3 2019.

YorkBridge Wealth Partners reported no remaining CNA Financial position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 275 CNA Financial shares in Q3 2019, an estimated $13K.
YorkBridge Wealth Partners first reported a position in CNA Financial in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's CNA Financial position peaked at $14K in Q4 2017.
195 funds tracked by Wall St. Rank held CNA Financial as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.