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Atlas Brown’s Unum UNM Stock Holding History

Atlas Brown’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
2018
Q1 		– Sell
-3,800
Closed -$213K – 145
2017
Q4 		$213K Buy
+3,800
New +$204K 0.04% 136

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Atlas Brown's UNM Position: Q1 2018 in Review

Atlas Brown sold out of Unum (UNM) in Q1 2018, closing a stake of 3,800 shares — an estimated $213K sold.

Atlas Brown first reported a position in UNM in Q4 2017 and held it in 1 quarter. The position peaked at $213K in Q4 2017. 549 funds tracked by Wall St. Rank hold UNM as of Q1 2018.

  • Atlas Brown reported no remaining Unum position as of Q1 2018 after selling out during the quarter.
  • Atlas Brown sold 3,800 Unum shares in Q1 2018, an estimated $213K.
  • Atlas Brown first reported a position in Unum in Q4 2017 and held it in 1 quarter.
  • Atlas Brown's Unum position peaked at $213K in Q4 2017.
  • 549 funds tracked by Wall St. Rank held Unum as of Q1 2018.

Based on Atlas Brown's 13F filing for Q1 2018, filed 17 Apr 2018.