Calton & Associates’s Unum UNM Stock Holding History

Calton & Associates’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 Q1	–	Sell	-482	Closed	-$27K	–	1209
2017 Q4	$27K	Buy	+482	New	+$25.9K	0.01%	831

Other funds holding UNM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Calton & Associates's UNM Position: Q1 2018 in Review

Calton & Associates sold out of Unum (UNM) in Q1 2018, closing a stake of 482 shares — an estimated $27K sold.

Calton & Associates first reported a position in UNM in Q4 2017 and held it in 1 quarter. The position peaked at $27K in Q4 2017. 549 funds tracked by Wall St. Rank hold UNM as of Q1 2018.

Calton & Associates reported no remaining Unum position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 482 Unum shares in Q1 2018, an estimated $27K.
Calton & Associates first reported a position in Unum in Q4 2017 and held it in 1 quarter.
Calton & Associates's Unum position peaked at $27K in Q4 2017.
549 funds tracked by Wall St. Rank held Unum as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.