AWM
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Arbor Wealth Management’s Unum UNM Stock Holding History

Arbor Wealth 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
2019
Q3 		– Sell
-300
Closed -$10K – 189
2019
Q2 		$10K Hold
300
– – 0.01% 140
2019
Q1 		$10K Hold
300
– – 0.01% 134
2018
Q4 		$9K Buy
+300
New +$10.5K 0.01% 121

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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arbor Wealth Management's UNM Position: Q3 2019 in Review

Arbor Wealth Management sold out of Unum (UNM) in Q3 2019, closing a stake of 300 shares — an estimated $10K sold.

Arbor Wealth Management first reported a position in UNM in Q4 2018 and held it in 3 quarters. The position peaked at $10K in Q2 2019. 456 funds tracked by Wall St. Rank hold UNM as of Q3 2019.

  • Arbor Wealth Management reported no remaining Unum position as of Q3 2019 after selling out during the quarter.
  • Arbor Wealth Management sold 300 Unum shares in Q3 2019, an estimated $10K.
  • Arbor Wealth Management first reported a position in Unum in Q4 2018 and held it in 3 quarters.
  • Arbor Wealth Management's Unum position peaked at $10K in Q2 2019.
  • 456 funds tracked by Wall St. Rank held Unum as of Q3 2019.

Based on Arbor Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.