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Boston Private Bank & Trust’s Unum UNM Stock Holding History

Boston Private Bank & Trust’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
2015
Q1 		$12K Hold
347
– – ﹤0.01% 800
2014
Q4 		$12K Sell
347
-105
-23% -$3.54K ﹤0.01% 829
2014
Q3 		$16K Buy
452
+105
+30% +$3.69K ﹤0.01% 807
2014
Q2 		$12K Hold
347
– – ﹤0.01% 800
2014
Q1 		$12K Hold
347
– – ﹤0.01% 828
2013
Q4 		$12K Buy
+347
New +$11.4K ﹤0.01% 823

Other funds holding UNM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Private Bank & Trust's UNM Position: Q1 2015 in Review

Boston Private Bank & Trust held its Unum (UNM) position steady in Q1 2015 at 347 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Boston Private Bank & Trust first reported a position in UNM in Q4 2013 and has held it in 6 quarters since. The position peaked at $16K in Q3 2014. 411 funds tracked by Wall St. Rank hold UNM as of Q1 2015.

  • Boston Private Bank & Trust held 347 shares of Unum worth $12K as of Q1 2015.
  • Boston Private Bank & Trust left its Unum share count unchanged in Q1 2015.
  • Unum made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #800 holding.
  • Boston Private Bank & Trust first reported a position in Unum in Q4 2013 and has held it in 6 quarters since.
  • Boston Private Bank & Trust's Unum position peaked at $16K in Q3 2014.
  • 411 funds tracked by Wall St. Rank held Unum as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.