Certified Advisory Corp’s Unum UNM Stock Holding History

Certified Advisory Corp’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	-101	Closed	-$4K	–	796
2018 Q1	$4K	Hold	101	–	–	﹤0.01%	625
2017 Q4	$5K	Buy	+101	New	+$5.42K	﹤0.01%	573

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Certified Advisory Corp's UNM Position: Q2 2018 in Review

Certified Advisory Corp sold out of Unum (UNM) in Q2 2018, closing a stake of 101 shares — an estimated $4K sold.

Certified Advisory Corp first reported a position in UNM in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q4 2017. 514 funds tracked by Wall St. Rank hold UNM as of Q2 2018.

Certified Advisory Corp reported no remaining Unum position as of Q2 2018 after selling out during the quarter.
Certified Advisory Corp sold 101 Unum shares in Q2 2018, an estimated $4K.
Certified Advisory Corp first reported a position in Unum in Q4 2017 and held it in 2 quarters.
Certified Advisory Corp's Unum position peaked at $5K in Q4 2017.
514 funds tracked by Wall St. Rank held Unum as of Q2 2018.

Based on Certified Advisory Corp's 13F filing for Q2 2018, filed 14 Aug 2018.