Cai Capital Management’s Unum UNM Stock Holding History

Cai 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
2013 Q3	–	Sell	-23,704	Closed	-$696K	–	249
2013 Q2	$696K	Buy	+23,704	New	+$660K	0.4%	98

Other funds holding UNM

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Cai Capital Management's UNM Position: Q3 2013 in Review

Cai Capital Management sold out of Unum (UNM) in Q3 2013, closing a stake of 23,704 shares — an estimated $696K sold.

Cai Capital Management first reported a position in UNM in Q2 2013 and held it in 1 quarter. The position peaked at $696K in Q2 2013. 369 funds tracked by Wall St. Rank hold UNM as of Q3 2013.

Cai Capital Management reported no remaining Unum position as of Q3 2013 after selling out during the quarter.
Cai Capital Management sold 23,704 Unum shares in Q3 2013, an estimated $696K.
Cai Capital Management first reported a position in Unum in Q2 2013 and held it in 1 quarter.
Cai Capital Management's Unum position peaked at $696K in Q2 2013.
369 funds tracked by Wall St. Rank held Unum as of Q3 2013.

Based on Cai Capital Management's 13F filing for Q3 2013, filed 13 Nov 2013.