Alera Investment Advisors’s Unum UNM Stock Holding History

Alera Investment Advisors’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
2019 Q2	–	Sell	-49	Closed	-$2K	–	958
2019 Q1	$2K	Hold	49	–	–	﹤0.01%	866
2018 Q4	$1K	Buy	+49	New	+$1.72K	﹤0.01%	1032

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

DSC

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alera Investment Advisors's UNM Position: Q2 2019 in Review

Alera Investment Advisors sold out of Unum (UNM) in Q2 2019, closing a stake of 49 shares — an estimated $2K sold.

Alera Investment Advisors first reported a position in UNM in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 490 funds tracked by Wall St. Rank hold UNM as of Q2 2019.

Alera Investment Advisors reported no remaining Unum position as of Q2 2019 after selling out during the quarter.
Alera Investment Advisors sold 49 Unum shares in Q2 2019, an estimated $2K.
Alera Investment Advisors first reported a position in Unum in Q4 2018 and held it in 2 quarters.
Alera Investment Advisors's Unum position peaked at $2K in Q1 2019.
490 funds tracked by Wall St. Rank held Unum as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.