Clearwater Capital Advisors’s Unum UNM Stock Holding History

Clearwater 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
2018 Q2	–	Sell	-490	Closed	-$23K	–	532
2018 Q1	$23K	Buy	+490	New	+$25.6K	﹤0.01%	373

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

Clearwater Capital Advisors's UNM Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Unum (UNM) in Q2 2018, closing a stake of 490 shares — an estimated $23K sold.

Clearwater Capital Advisors first reported a position in UNM in Q1 2018 and held it in 1 quarter. The position peaked at $23K in Q1 2018. 514 funds tracked by Wall St. Rank hold UNM as of Q2 2018.

Clearwater Capital Advisors reported no remaining Unum position as of Q2 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 490 Unum shares in Q2 2018, an estimated $23K.
Clearwater Capital Advisors first reported a position in Unum in Q1 2018 and held it in 1 quarter.
Clearwater Capital Advisors's Unum position peaked at $23K in Q1 2018.
514 funds tracked by Wall St. Rank held Unum as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.