British Steel Pension Fund’s Unum UNM Stock Holding History

British Steel Pension Fund’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 Q1	–	Sell	-31,131	Closed	-$1.37M	–	212
2016 Q4	$1.37M	Hold	31,131	–	–	0.17%	141
2016 Q3	$1.1M	Hold	31,131	–	–	0.14%	156
2016 Q2	$990K	Sell	31,131 -23,584	-43%	-$797K	0.14%	143
2016 Q1	$1.69M	Sell	54,715 -3,654	-6%	-$107K	0.17%	153
2015 Q4	$1.94M	Buy	+58,369	New	+$2.01M	0.2%	148
2015 Q2	$2.22M	Buy	+62,000	New	+$2.17M	0.21%	141

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 $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

British Steel Pension Fund's UNM Position: Q1 2017 in Review

British Steel Pension Fund sold out of Unum (UNM) in Q1 2017, closing a stake of 31,131 shares — an estimated $1.37M sold.

British Steel Pension Fund first reported a position in UNM in Q2 2015 and held it in 6 quarters. The position peaked at $2.22M in Q2 2015. 497 funds tracked by Wall St. Rank hold UNM as of Q1 2017.

British Steel Pension Fund reported no remaining Unum position as of Q1 2017 after selling out during the quarter.
British Steel Pension Fund sold 31,131 Unum shares in Q1 2017, an estimated $1.37M.
British Steel Pension Fund first reported a position in Unum in Q2 2015 and held it in 6 quarters.
British Steel Pension Fund's Unum position peaked at $2.22M in Q2 2015.
497 funds tracked by Wall St. Rank held Unum as of Q1 2017.

Based on British Steel Pension Fund's 13F filing for Q1 2017, filed 16 May 2017.