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BB&T Investment Services’s Unum UNM Stock Holding History

BB&T Investment Services’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 		$82K Sell
1,445
-1,330
-48% -$71.4K 0.01% 458
2017
Q3 		$145K Buy
2,775
+711
+34% +$34.7K 0.03% 305
2017
Q2 		$100K Buy
2,064
+919
+80% +$42.3K 0.03% 323
2017
Q1 		$56K Buy
+1,145
New +$53.6K 0.02% 350

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BB&T Investment Services's UNM Position: Q4 2017 in Review

BB&T Investment Services reduced its Unum (UNM) stake by 48% in Q4 2017, selling an estimated $71.4K and leaving 1,445 shares worth $82K. The position accounts for 0.01% of the portfolio, ranked #458.

BB&T Investment Services first reported a position in UNM in Q1 2017 and has held it in 4 quarters since. The position peaked at $145K in Q3 2017. 565 funds tracked by Wall St. Rank hold UNM as of Q4 2017.

  • BB&T Investment Services held 1,445 shares of Unum worth $82K as of Q4 2017.
  • BB&T Investment Services sold 1,330 Unum shares in Q4 2017, an estimated $71.4K.
  • Unum made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #458 holding.
  • BB&T Investment Services first reported a position in Unum in Q1 2017 and has held it in 4 quarters since.
  • BB&T Investment Services's Unum position peaked at $145K in Q3 2017.
  • 565 funds tracked by Wall St. Rank held Unum as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.