BRWM
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B. Riley Wealth Management’s Unum UNM Stock Holding History

B. Riley 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
2015
Q1 		– Sell
-52
Closed -$1K – 1099
2014
Q4 		$1K Hold
52
– – ﹤0.01% 989
2014
Q3 		$1K Hold
52
– – ﹤0.01% 1043
2014
Q2 		$1K Hold
52
– – ﹤0.01% 1086
2014
Q1 		$2K Buy
+52
New +$1.77K ﹤0.01% 1016

Other funds holding UNM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

B. Riley Wealth Management's UNM Position: Q1 2015 in Review

B. Riley Wealth Management sold out of Unum (UNM) in Q1 2015, closing a stake of 52 shares — an estimated $1K sold.

B. Riley Wealth Management first reported a position in UNM in Q1 2014 and held it in 4 quarters. The position peaked at $2K in Q1 2014. 411 funds tracked by Wall St. Rank hold UNM as of Q1 2015.

  • B. Riley Wealth Management reported no remaining Unum position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 52 Unum shares in Q1 2015, an estimated $1K.
  • B. Riley Wealth Management first reported a position in Unum in Q1 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's Unum position peaked at $2K in Q1 2014.
  • 411 funds tracked by Wall St. Rank held Unum as of Q1 2015.

Based on B. Riley Wealth Management's 13F filing for Q1 2015, filed 13 Apr 2015.