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Bristlecone Advisors’s Unum UNM Stock Holding History

Bristlecone Advisors’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
-8,829
Closed -$420K – 135
2018
Q1 		$420K Buy
8,829
+290
+3% +$15.2K 0.14% 105
2017
Q4 		$469K Buy
8,539
+2,274
+36% +$122K 0.15% 109
2017
Q3 		$320K Buy
6,265
+675
+12% +$32.9K 0.1% 118
2017
Q2 		$261K Buy
+5,590
New +$257K 0.09% 135
2016
Q1 		– Sell
-7,680
Closed -$256K – 177
2015
Q4 		$256K Buy
+7,680
New +$265K 0.11% 148

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
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

Bristlecone Advisors's UNM Position: Q2 2018 in Review

Bristlecone Advisors sold out of Unum (UNM) in Q2 2018, closing a stake of 8,829 shares — an estimated $420K sold.

Bristlecone Advisors first reported a position in UNM in Q4 2015 and held it in 5 quarters. The position peaked at $469K in Q4 2017. 514 funds tracked by Wall St. Rank hold UNM as of Q2 2018.

  • Bristlecone Advisors reported no remaining Unum position as of Q2 2018 after selling out during the quarter.
  • Bristlecone Advisors sold 8,829 Unum shares in Q2 2018, an estimated $420K.
  • Bristlecone Advisors first reported a position in Unum in Q4 2015 and held it in 5 quarters.
  • Bristlecone Advisors's Unum position peaked at $469K in Q4 2017.
  • 514 funds tracked by Wall St. Rank held Unum as of Q2 2018.

Based on Bristlecone Advisors's 13F filing for Q2 2018, filed 31 Jul 2018.