AH
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Achievement Holdings’s Unum UNM Stock Holding History

Achievement Holdings’s Portfolio UNM Stock Details UNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-15,600
Closed -$558 – 240
2015
Q2 		$558 Sell
15,600
-21,000
-57% -$734K 0.03% 193
2015
Q1 		$1.24K Sell
36,600
-400
-1% -$13.3K 0.04% 145
2014
Q4 		$1.29M Buy
+37,000
New +$1.25M 0.04% 154

Other funds holding UNM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Achievement Holdings's UNM Position: Q3 2015 in Review

Achievement Holdings sold out of Unum (UNM) in Q3 2015, closing a stake of 15,600 shares — an estimated $558 sold.

Achievement Holdings first reported a position in UNM in Q4 2014 and held it in 3 quarters. The position peaked at $1.29M in Q4 2014. 407 funds tracked by Wall St. Rank hold UNM as of Q3 2015.

  • Achievement Holdings reported no remaining Unum position as of Q3 2015 after selling out during the quarter.
  • Achievement Holdings sold 15,600 Unum shares in Q3 2015, an estimated $558.
  • Achievement Holdings first reported a position in Unum in Q4 2014 and held it in 3 quarters.
  • Achievement Holdings's Unum position peaked at $1.29M in Q4 2014.
  • 407 funds tracked by Wall St. Rank held Unum as of Q3 2015.

Based on Achievement Holdings's 13F filing for Q3 2015, filed 16 Nov 2015.