BHWM
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Bar Harbor Wealth Management’s Unum UNM Stock Holding History

Bar Harbor 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
2017
Q4 		– Sell
-4,396
Closed -$225K – 320
2017
Q3 		$225K Sell
4,396
-3,760
-46% -$183K 0.03% 277
2017
Q2 		$380K Buy
8,156
+580
+8% +$26.7K 0.05% 217
2017
Q1 		$355K Sell
7,576
-1,835
-19% -$85.9K 0.04% 235
2016
Q4 		$414K Hold
9,411
– – 0.05% 239
2016
Q3 		$332K Hold
9,411
– – 0.04% 260
2016
Q2 		$299K Sell
9,411
-139
-1% -$4.7K 0.03% 259
2016
Q1 		$295K Hold
9,550
– – 0.04% 249
2015
Q4 		$318K Hold
9,550
– – 0.04% 227
2015
Q3 		$306K Buy
9,550
+3,150
+49% +$109K 0.04% 225
2015
Q2 		$229K Buy
+6,400
New +$224K 0.03% 268

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BlackRock
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State Street
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Wellington Management Group
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JP Morgan Chase
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Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return