SEC Filing Summary: CNO Financial Group, Inc. (13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by CNO Financial Group, Inc., an institutional investment manager. The report covers the quarter ended March 31, 2017, and was signed on May 4, 2017, by John R. Kline, Senior Vice President and Chief Accounting Officer. The filing includes holdings for CNO Financial Group, Inc. and one other included manager, 40/86 Advisors, Inc.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the issuer's operational financial performance. Consequently, the filing does not provide data on revenue, profit, cash flow, margins, debt, or liquidity for CNO Financial Group, Inc. itself.
- Total Value of Reported Holdings: $372,214,000 (reported in thousands).
- Total Number of Holdings Entries: 18.
- Number of Other Included Managers: 1 (40/86 Advisors, Inc.).
Material Changes
The filing text does not provide comparative data for the prior period (December 31, 2016) or detail specific material changes in holdings, purchase/sale activity, or valuation shifts. The document serves as a snapshot of holdings at the end of the reporting period.
Guidance, Outlook, and Risks
Form 13F filings are statutory disclosures of equity positions and do not contain management commentary, forward-looking guidance, risk factors, or contingency disclosures regarding the reporting manager's business operations. The text includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Key Facts for Investor Verification
- Verify the specific list of 18 equity holdings and their individual values, which are not detailed in the summary text provided.
- Confirm the relationship between CNO Financial Group, Inc. and the included manager, 40/86 Advisors, Inc., to understand the scope of the reported assets.
- Note that this filing reflects investment positions held by the manager, not the financial health or operational results of CNO Financial Group, Inc. as a corporate entity.
- Check subsequent filings to track changes in the $372.2 million portfolio value.