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 December 31, 2017. The filing was signed by John R. Kline, Senior Vice President and Chief Accounting Officer, on February 12, 2018.
Key Financial Metrics
As a Form 13F-HR, this document reports equity holdings rather than the company's own operating financials (revenue, profit, cash flow, or debt). The following metrics relate to the reported investment portfolio:
- Total Portfolio Value: $312,608,000 (reported as 312,608 in thousands).
- Number of Holdings: 15 entries listed in the Information Table.
- Other Included Managers: 1 additional manager is included in this report.
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 strictly for reporting investment holdings.
Material Changes
The filing text does not provide comparative data for the prior period (e.g., September 30, 2017) to calculate material changes in holdings or portfolio value. The document serves as a snapshot of holdings at the end of the reporting period.
Guidance, Outlook, and Risks
Form 13F-HR filings do not contain management guidance, outlook, commentary, or risk factors regarding the reporting manager's business operations. The filing includes a standard disclaimer stating that the SEC has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the specific 15 equity holdings listed in the full Information Table (not included in the summary text) to understand portfolio concentration.
- Confirm the identity of the "1 Other Included Manager" referenced in the report summary.
- Compare the total value of $312.6 million against prior quarter 13F filings to assess portfolio growth or reduction.
- Review the full filing for any "discretionary" vs. "non-discretionary" account breakdowns if available in the detailed schedules.