Bison Wealth’s Unum UNM Stock Holding History

Bison Wealth’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	-4,673	Closed	-$222K	–	219
2018 Q1	$222K	Buy	4,673 +928	+25%	+$48.5K	0.17%	167
2017 Q4	$206K	Buy	+3,745	New	+$201K	0.15%	192

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

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

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) 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

Bison Wealth's UNM Position: Q2 2018 in Review

Bison Wealth sold out of Unum (UNM) in Q2 2018, closing a stake of 4,673 shares — an estimated $222K sold.

Bison Wealth first reported a position in UNM in Q4 2017 and held it in 2 quarters. The position peaked at $222K in Q1 2018. 514 funds tracked by Wall St. Rank hold UNM as of Q2 2018.

Bison Wealth reported no remaining Unum position as of Q2 2018 after selling out during the quarter.
Bison Wealth sold 4,673 Unum shares in Q2 2018, an estimated $222K.
Bison Wealth first reported a position in Unum in Q4 2017 and held it in 2 quarters.
Bison Wealth's Unum position peaked at $222K in Q1 2018.
514 funds tracked by Wall St. Rank held Unum as of Q2 2018.

Based on Bison Wealth's 13F filing for Q2 2018, filed 9 Aug 2018.