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 June 30, 2017, and was signed on August 4, 2017. 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 operating financial performance (revenue, profit, cash flow) of the manager itself. Key portfolio metrics include:
- Total Portfolio Value: $387,134,000 (reported in thousands).
- Total Number of Holdings: 16 entries.
- Number of Included Managers: 2 (CNO Financial Group, Inc. and 40/86 Advisors, Inc.).
Note: The filing text does not provide values for revenue, profit, margins, debt, or liquidity as these are not required disclosures in a 13F-HR form.
Material Changes
The filing text does not provide comparative data for the prior period (March 31, 2017) or detail specific material changes in holdings, such as purchases or sales, within the summary section provided.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the manager's future performance. It is a statutory disclosure of current equity positions.
Investor Verification Checklist
- Verify the total portfolio value of $387.1 million against the specific holdings listed in the full Schedule 13F (not included in this summary text).
- Confirm the relationship between CNO Financial Group, Inc. and the included manager, 40/86 Advisors, Inc.
- Review the full 16-line item schedule to identify specific equity positions and voting authority.
- Note that this document does not reflect the financial health or operating results of CNO Financial Group, Inc. as an insurance/financial services entity.