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Bellwether Investment Group’s Unum UNM Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-1,070
Closed -$50K – 587
2017
Q1 		$50K Sell
1,070
-3,126
-74% -$146K 0.13% 146
2016
Q4 		$184K Buy
+4,196
New +$168K 0.17% 144
2016
Q2 		$133K Buy
+4,195
New +$142K 0.15% 152

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bellwether Investment Group's UNM Position: Q2 2017 in Review

Bellwether Investment Group sold out of Unum (UNM) in Q2 2017, closing a stake of 1,070 shares — an estimated $50K sold.

Bellwether Investment Group first reported a position in UNM in Q2 2016 and held it in 3 quarters. The position peaked at $184K in Q4 2016. 494 funds tracked by Wall St. Rank hold UNM as of Q2 2017.

  • Bellwether Investment Group reported no remaining Unum position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,070 Unum shares in Q2 2017, an estimated $50K.
  • Bellwether Investment Group first reported a position in Unum in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Unum position peaked at $184K in Q4 2016.
  • 494 funds tracked by Wall St. Rank held Unum as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.