Advance Capital I’s Unum UNM Stock Holding History

Advance Capital I’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
2016 Q3	$455K	Sell	12,900 -8,100	-39%	-$274K	0.92%	47
2016 Q2	$668K	Buy	+21,000	New	+$710K	0.71%	56
2015 Q3	–	Sell	-19,100	Closed	-$683K	–	246
2015 Q2	$683K	Sell	19,100 -13,500	-41%	-$472K	0.45%	92
2015 Q1	$1.1M	Buy	32,600 +23,700	+266%	+$786K	0.68%	45
2014 Q4	$310K	Sell	8,900 -12,300	-58%	-$415K	0.16%	154
2014 Q3	$729K	Hold	21,200	–	–	0.36%	126
2014 Q2	$737K	Buy	+21,200	New	+$724K	0.35%	128

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Advance Capital I's UNM Position: Q3 2016 in Review

Advance Capital I reduced its Unum (UNM) stake by 39% in Q3 2016, selling an estimated $274K and leaving 12,900 shares worth $455K. The position accounts for 0.92% of the portfolio, ranked #47.

Advance Capital I first reported a position in UNM in Q2 2014 and has held it in 7 quarters since. The position peaked at $1.1M in Q1 2015. 459 funds tracked by Wall St. Rank hold UNM as of Q3 2016.

Advance Capital I held 12,900 shares of Unum worth $455K as of Q3 2016.
Advance Capital I sold 8,100 Unum shares in Q3 2016, an estimated $274K.
Unum made up 0.92% of Advance Capital I's portfolio in Q3 2016, its #47 holding.
Advance Capital I first reported a position in Unum in Q2 2014 and has held it in 7 quarters since.
Advance Capital I's Unum position peaked at $1.1M in Q1 2015.
459 funds tracked by Wall St. Rank held Unum as of Q3 2016.

Based on Advance Capital I's 13F filing for Q3 2016, filed 1 Nov 2016.