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Acrospire Investment Management’s Unum UNM Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-1,600
Closed -$75K – 1356
2017
Q2 		$75K Buy
1,600
+500
+45% +$23K 0.07% 464
2017
Q1 		$52K Buy
1,100
+300
+38% +$14.1K 0.04% 911
2016
Q4 		$35K Buy
800
+300
+60% +$12K 0.01% 1576
2016
Q3 		$18K Sell
500
-400
-44% -$13.5K 0.01% 1537
2016
Q2 		$29K Sell
900
-1,900
-68% -$64.2K 0.02% 1402
2016
Q1 		$87K Buy
+2,800
New +$82.1K 0.06% 421

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Acrospire Investment Management's UNM Position: Q3 2017 in Review

Acrospire Investment Management sold out of Unum (UNM) in Q3 2017, closing a stake of 1,600 shares — an estimated $75K sold.

Acrospire Investment Management first reported a position in UNM in Q1 2016 and held it in 6 quarters. The position peaked at $87K in Q1 2016. 496 funds tracked by Wall St. Rank hold UNM as of Q3 2017.

  • Acrospire Investment Management reported no remaining Unum position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,600 Unum shares in Q3 2017, an estimated $75K.
  • Acrospire Investment Management first reported a position in Unum in Q1 2016 and held it in 6 quarters.
  • Acrospire Investment Management's Unum position peaked at $87K in Q1 2016.
  • 496 funds tracked by Wall St. Rank held Unum as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.