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Catalyst Capital Advisors’s Unum UNM Stock Holding History

Catalyst Capital Advisors’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
Q3 		– Sell
-6,200
Closed -$289K – 522
2017
Q2 		$289K Buy
+6,200
New +$285K 0.01% 247
2016
Q3 		– Sell
-9,500
Closed -$302K – 526
2016
Q2 		$302K Buy
+9,500
New +$321K 0.06% 236

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Catalyst Capital Advisors's UNM Position: Q3 2017 in Review

Catalyst Capital Advisors sold out of Unum (UNM) in Q3 2017, closing a stake of 6,200 shares — an estimated $289K sold.

Catalyst Capital Advisors first reported a position in UNM in Q2 2016 and held it in 2 quarters. The position peaked at $302K in Q2 2016. 496 funds tracked by Wall St. Rank hold UNM as of Q3 2017.

  • Catalyst Capital Advisors reported no remaining Unum position as of Q3 2017 after selling out during the quarter.
  • Catalyst Capital Advisors sold 6,200 Unum shares in Q3 2017, an estimated $289K.
  • Catalyst Capital Advisors first reported a position in Unum in Q2 2016 and held it in 2 quarters.
  • Catalyst Capital Advisors's Unum position peaked at $302K in Q2 2016.
  • 496 funds tracked by Wall St. Rank held Unum as of Q3 2017.

Based on Catalyst Capital Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.