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 calendar quarter ended March 31, 2016. The filing was signed by John R. Kline, Senior Vice President and Chief Accounting Officer, on November 14, 2016.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the company's own operating financials (revenue, profit, cash flow, or debt). The following portfolio metrics are disclosed:
- Total Portfolio Value: $416,020,000 (reported as 416,020 in thousands).
- Total Number of Holdings: 19 entries.
- Other Included Managers: 1 (40/86 Advisors, Inc.).
Note: The filing text does not provide values for revenue, profit, cash flow, margins, debt, or liquidity for CNO Financial Group, Inc. itself, as this form is designed to disclose investment positions held by the manager.
Material Changes
The filing text does not provide comparative data for the prior period (December 31, 2015) or detail specific material changes in holdings, purchase/sale activity, or portfolio composition versus the previous quarter.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the reporting manager's business operations. It strictly lists securities held.
Investor Verification Checklist
- Verify the total portfolio value of $416.02 million against the specific holdings listed in the full Schedule 13F (not included in this summary text).
- Confirm the inclusion of "40/86 Advisors, Inc." as an other included manager and review their separate filings if necessary.
- Check the specific 19 equity positions to understand the asset allocation strategy for the quarter ended March 31, 2016.
- Note that this document does not reflect CNO Financial Group's own financial health; refer to their 10-Q or 10-K for operational metrics.