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Beacon Investment Advisory Services’s Unum UNM Stock Holding History

Beacon Investment Advisory 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
2018
Q2 		– Sell
-8,353
Closed -$398K – 267
2018
Q1 		$398K Buy
8,353
+158
+2% +$8.26K 0.04% 175
2017
Q4 		$450K Sell
8,195
-3,101
-27% -$166K 0.05% 157
2017
Q3 		$578K Buy
+11,296
New +$551K 0.05% 170

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 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 $304B AUM 35.64% 1-Year Est. Return

Beacon Investment Advisory Services's UNM Position: Q2 2018 in Review

Beacon Investment Advisory Services sold out of Unum (UNM) in Q2 2018, closing a stake of 8,353 shares — an estimated $398K sold.

Beacon Investment Advisory Services first reported a position in UNM in Q3 2017 and held it in 3 quarters. The position peaked at $578K in Q3 2017. 514 funds tracked by Wall St. Rank hold UNM as of Q2 2018.

  • Beacon Investment Advisory Services reported no remaining Unum position as of Q2 2018 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 8,353 Unum shares in Q2 2018, an estimated $398K.
  • Beacon Investment Advisory Services first reported a position in Unum in Q3 2017 and held it in 3 quarters.
  • Beacon Investment Advisory Services's Unum position peaked at $578K in Q3 2017.
  • 514 funds tracked by Wall St. Rank held Unum as of Q2 2018.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2018, filed 9 Aug 2018.