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Chesley Taft & Associates’s Unum UNM Stock Holding History

Chesley Taft & 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
2013
Q3 		– Sell
-9,750
Closed -$286K – 273
2013
Q2 		$286K Buy
+9,750
New +$271K 0.03% 234

Other funds holding UNM

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Chesley Taft & Associates's UNM Position: Q3 2013 in Review

Chesley Taft & Associates sold out of Unum (UNM) in Q3 2013, closing a stake of 9,750 shares — an estimated $286K sold.

Chesley Taft & Associates first reported a position in UNM in Q2 2013 and held it in 1 quarter. The position peaked at $286K in Q2 2013. 369 funds tracked by Wall St. Rank hold UNM as of Q3 2013.

  • Chesley Taft & Associates reported no remaining Unum position as of Q3 2013 after selling out during the quarter.
  • Chesley Taft & Associates sold 9,750 Unum shares in Q3 2013, an estimated $286K.
  • Chesley Taft & Associates first reported a position in Unum in Q2 2013 and held it in 1 quarter.
  • Chesley Taft & Associates's Unum position peaked at $286K in Q2 2013.
  • 369 funds tracked by Wall St. Rank held Unum as of Q3 2013.

Based on Chesley Taft & Associates's 13F filing for Q3 2013, filed 25 Oct 2013.