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Checchi Capital Advisers’s Unum UNM Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-1,472
Closed -$47K – 1165
2016
Q2 		$47K Sell
1,472
-440
-23% -$14.9K 0.01% 873
2016
Q1 		$59K Buy
+1,912
New +$56.1K 0.01% 781

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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Checchi Capital Advisers's UNM Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Unum (UNM) in Q3 2016, closing a stake of 1,472 shares — an estimated $47K sold.

Checchi Capital Advisers first reported a position in UNM in Q1 2016 and held it in 2 quarters. The position peaked at $59K in Q1 2016. 460 funds tracked by Wall St. Rank hold UNM as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Unum position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 1,472 Unum shares in Q3 2016, an estimated $47K.
  • Checchi Capital Advisers first reported a position in Unum in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Unum position peaked at $59K in Q1 2016.
  • 460 funds tracked by Wall St. Rank held Unum as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.