Brandywine Oak Private Wealth’s Unum UNM Stock Holding History

Brandywine Oak Private 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
2019 Q1	–	Sell	-643	Closed	-$18K	–	595
2018 Q4	$18K	Buy	+643	New	+$22.5K	﹤0.01%	460

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brandywine Oak Private Wealth's UNM Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Unum (UNM) in Q1 2019, closing a stake of 643 shares — an estimated $18K sold.

Brandywine Oak Private Wealth first reported a position in UNM in Q4 2018 and held it in 1 quarter. The position peaked at $18K in Q4 2018. 512 funds tracked by Wall St. Rank hold UNM as of Q1 2019.

Brandywine Oak Private Wealth reported no remaining Unum position as of Q1 2019 after selling out during the quarter.
Brandywine Oak Private Wealth sold 643 Unum shares in Q1 2019, an estimated $18K.
Brandywine Oak Private Wealth first reported a position in Unum in Q4 2018 and held it in 1 quarter.
Brandywine Oak Private Wealth's Unum position peaked at $18K in Q4 2018.
512 funds tracked by Wall St. Rank held Unum as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.