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Clear Perspective Advisors’s Unum UNM Stock Holding History

Clear Perspective 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
2018
Q3 		– Sell
-198
Closed -$7K – 413
2018
Q2 		$7K Buy
+198
New +$8.26K ﹤0.01% 400
2018
Q1 		– Sell
-198
Closed -$11K – 519
2017
Q4 		$11K Hold
198
– – 0.01% 335
2017
Q3 		$10K Buy
+198
New +$9.66K 0.01% 342

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clear Perspective Advisors's UNM Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Unum (UNM) in Q3 2018, closing a stake of 198 shares — an estimated $7K sold.

Clear Perspective Advisors first reported a position in UNM in Q3 2017 and held it in 3 quarters. The position peaked at $11K in Q4 2017. 513 funds tracked by Wall St. Rank hold UNM as of Q3 2018.

  • Clear Perspective Advisors reported no remaining Unum position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 198 Unum shares in Q3 2018, an estimated $7K.
  • Clear Perspective Advisors first reported a position in Unum in Q3 2017 and held it in 3 quarters.
  • Clear Perspective Advisors's Unum position peaked at $11K in Q4 2017.
  • 513 funds tracked by Wall St. Rank held Unum as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.