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Buckley Wealth Management’s Unum UNM Stock Holding History

Buckley Wealth 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
2018
Q2 		– Sell
-11,903
Closed -$567K – 165
2018
Q1 		$567K Buy
11,903
+490
+4% +$25.6K 0.28% 85
2017
Q4 		$626K Buy
+11,413
New +$613K 0.31% 77

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

Buckley Wealth Management's UNM Position: Q2 2018 in Review

Buckley Wealth Management sold out of Unum (UNM) in Q2 2018, closing a stake of 11,903 shares — an estimated $567K sold.

Buckley Wealth Management first reported a position in UNM in Q4 2017 and held it in 2 quarters. The position peaked at $626K in Q4 2017. 515 funds tracked by Wall St. Rank hold UNM as of Q2 2018.

  • Buckley Wealth Management reported no remaining Unum position as of Q2 2018 after selling out during the quarter.
  • Buckley Wealth Management sold 11,903 Unum shares in Q2 2018, an estimated $567K.
  • Buckley Wealth Management first reported a position in Unum in Q4 2017 and held it in 2 quarters.
  • Buckley Wealth Management's Unum position peaked at $626K in Q4 2017.
  • 515 funds tracked by Wall St. Rank held Unum as of Q2 2018.

Based on Buckley Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.