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

Other funds holding UNM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bar Harbor Wealth Management's UNM Position: Q4 2017 in Review

Bar Harbor Wealth Management sold out of Unum (UNM) in Q4 2017, closing a stake of 4,396 shares — an estimated $225K sold.

Bar Harbor Wealth Management first reported a position in UNM in Q2 2015 and held it in 10 quarters. The position peaked at $414K in Q4 2016. 565 funds tracked by Wall St. Rank hold UNM as of Q4 2017.

Bar Harbor Wealth Management reported no remaining Unum position as of Q4 2017 after selling out during the quarter.
Bar Harbor Wealth Management sold 4,396 Unum shares in Q4 2017, an estimated $225K.
Bar Harbor Wealth Management first reported a position in Unum in Q2 2015 and held it in 10 quarters.
Bar Harbor Wealth Management's Unum position peaked at $414K in Q4 2016.
565 funds tracked by Wall St. Rank held Unum as of Q4 2017.

Based on Bar Harbor Wealth Management's 13F filing for Q4 2017, filed 17 Jan 2018.