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Avantax Planning Partners’s Unum UNM Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-2,005
Closed -$78K – 1143
2018
Q3 		$78K Buy
+2,005
New +$74.8K 0.01% 391
2018
Q2 		– Sell
-14,195
Closed -$676K – 1413
2018
Q1 		$676K Sell
14,195
-9,724
-41% -$508K 0.06% 138
2017
Q4 		$1.31M Sell
23,919
-108
-0.4% -$5.8K 0.12% 79
2017
Q3 		$1.23M Sell
24,027
-2,311
-9% -$113K 0.1% 96
2017
Q2 		$1.23M Buy
26,338
+81
+0.3% +$3.73K 0.1% 92
2017
Q1 		$1.23M Buy
26,257
+472
+2% +$22.1K 0.11% 81
2016
Q4 		$1.13M Buy
+25,785
New +$1.03M 0.12% 81

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avantax Planning Partners's UNM Position: Q4 2018 in Review

Avantax Planning Partners sold out of Unum (UNM) in Q4 2018, closing a stake of 2,005 shares — an estimated $78K sold.

Avantax Planning Partners first reported a position in UNM in Q4 2016 and held it in 7 quarters. The position peaked at $1.31M in Q4 2017. 494 funds tracked by Wall St. Rank hold UNM as of Q4 2018.

  • Avantax Planning Partners reported no remaining Unum position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 2,005 Unum shares in Q4 2018, an estimated $78K.
  • Avantax Planning Partners first reported a position in Unum in Q4 2016 and held it in 7 quarters.
  • Avantax Planning Partners's Unum position peaked at $1.31M in Q4 2017.
  • 494 funds tracked by Wall St. Rank held Unum as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.