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Buckhead Capital Management’s Unum UNM Stock Holding History

Buckhead Capital Management’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
2014
Q3 		– Sell
-31,181
Closed -$1.08M – 206
2014
Q2 		$1.08M Sell
31,181
-6,544
-17% -$223K 0.15% 150
2014
Q1 		$1.33M Buy
37,725
+1,124
+3% +$38.4K 0.17% 145
2013
Q4 		$1.28M Sell
36,601
-2,870
-7% -$94K 0.17% 143
2013
Q3 		$1.2M Sell
39,471
-2,349
-6% -$72.2K 0.17% 141
2013
Q2 		$1.23M Buy
+41,820
New +$1.16M 0.16% 137

Other funds holding UNM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.99B AUM 60.05% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Buckhead Capital Management's UNM Position: Q3 2014 in Review

Buckhead Capital Management sold out of Unum (UNM) in Q3 2014, closing a stake of 31,181 shares — an estimated $1.08M sold.

Buckhead Capital Management first reported a position in UNM in Q2 2013 and held it in 5 quarters. The position peaked at $1.33M in Q1 2014. 432 funds tracked by Wall St. Rank hold UNM as of Q3 2014.

  • Buckhead Capital Management reported no remaining Unum position as of Q3 2014 after selling out during the quarter.
  • Buckhead Capital Management sold 31,181 Unum shares in Q3 2014, an estimated $1.08M.
  • Buckhead Capital Management first reported a position in Unum in Q2 2013 and held it in 5 quarters.
  • Buckhead Capital Management's Unum position peaked at $1.33M in Q1 2014.
  • 432 funds tracked by Wall St. Rank held Unum as of Q3 2014.

Based on Buckhead Capital Management's 13F filing for Q3 2014, filed 29 Oct 2014.