Aris Wealth Services’s Unum UNM Stock Holding History

Aris Wealth Services’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	$9K	Sell	275 -19,323	-99%	-$666K	0.02%	232
2015 Q2	$701K	Buy	19,598 +1,348	+7%	+$47.1K	0.64%	63
2015 Q1	$616K	Buy	18,250 +1,857	+11%	+$61.6K	0.57%	62
2014 Q4	$572K	Buy	16,393 +305	+2%	+$10.3K	0.64%	61
2014 Q3	$553K	Buy	16,088 +825	+5%	+$29K	0.69%	57
2014 Q2	$531K	Buy	15,263 +1,168	+8%	+$39.9K	0.69%	51
2014 Q1	$498K	Sell	14,095 -2,971	-17%	-$101K	0.73%	47
2013 Q4	$599K	Buy	17,066 +526	+3%	+$17.2K	1.01%	27
2013 Q3	$503K	Buy	16,540 +3,793	+30%	+$117K	0.92%	33
2013 Q2	$374K	Buy	+12,747	New	+$355K	0.8%	41

Other funds holding UNM

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

BIT

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

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

Aris Wealth Services's UNM Position: Q3 2015 in Review

Aris Wealth Services reduced its Unum (UNM) stake by 99% in Q3 2015, selling an estimated $666K and leaving 275 shares worth $9K. The position accounts for 0.02% of the portfolio, ranked #232.

Aris Wealth Services first reported a position in UNM in Q2 2013 and has held it in 10 quarters since. The position peaked at $701K in Q2 2015. 406 funds tracked by Wall St. Rank hold UNM as of Q3 2015.

Aris Wealth Services held 275 shares of Unum worth $9K as of Q3 2015.
Aris Wealth Services sold 19,323 Unum shares in Q3 2015, an estimated $666K.
Unum made up 0.02% of Aris Wealth Services's portfolio in Q3 2015, its #232 holding.
Aris Wealth Services first reported a position in Unum in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's Unum position peaked at $701K in Q2 2015.
406 funds tracked by Wall St. Rank held Unum as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.