Capital Guardian Trust’s Unum UNM Stock Holding History

Capital Guardian Trust’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 Q2	–	Sell	-3,216	Closed	-$151K	–	529
2017 Q1	$151K	Hold	3,216	–	–	﹤0.01%	350
2016 Q4	$141K	Hold	3,216	–	–	﹤0.01%	372
2016 Q3	$114K	Hold	3,216	–	–	﹤0.01%	370
2016 Q2	$102K	Hold	3,216	–	–	﹤0.01%	383
2016 Q1	$99K	Hold	3,216	–	–	﹤0.01%	380
2015 Q4	$107K	Hold	3,216	–	–	﹤0.01%	398
2015 Q3	$103K	Hold	3,216	–	–	﹤0.01%	372
2015 Q2	$115K	Sell	3,216 -40	-1%	-$1.4K	﹤0.01%	373
2015 Q1	$110K	Buy	+3,256	New	+$108K	﹤0.01%	379

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

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

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

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

Capital Guardian Trust's UNM Position: Q2 2017 in Review

Capital Guardian Trust sold out of Unum (UNM) in Q2 2017, closing a stake of 3,216 shares — an estimated $151K sold.

Capital Guardian Trust first reported a position in UNM in Q1 2015 and held it in 9 quarters. The position peaked at $151K in Q1 2017. 494 funds tracked by Wall St. Rank hold UNM as of Q2 2017.

Capital Guardian Trust reported no remaining Unum position as of Q2 2017 after selling out during the quarter.
Capital Guardian Trust sold 3,216 Unum shares in Q2 2017, an estimated $151K.
Capital Guardian Trust first reported a position in Unum in Q1 2015 and held it in 9 quarters.
Capital Guardian Trust's Unum position peaked at $151K in Q1 2017.
494 funds tracked by Wall St. Rank held Unum as of Q2 2017.

Based on Capital Guardian Trust's 13F filing for Q2 2017, filed 14 Aug 2017.