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Columbia Partners Investment Management’s Unum UNM Stock Holding History

Columbia Partners Investment Management’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
Q1 		– Sell
-24,675
Closed -$821K – 372
2015
Q4 		$821K Sell
24,675
-1,705
-6% -$58.8K 0.06% 296
2015
Q3 		$846K Buy
+26,380
New +$909K 0.06% 287
2014
Q4 		– Sell
-26,699
Closed -$917K – 362
2014
Q3 		$917K Sell
26,699
-763
-3% -$26.8K 0.05% 288
2014
Q2 		$954K Buy
+27,462
New +$938K 0.04% 299

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 $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 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

Columbia Partners Investment Management's UNM Position: Q1 2016 in Review

Columbia Partners Investment Management sold out of Unum (UNM) in Q1 2016, closing a stake of 24,675 shares — an estimated $821K sold.

Columbia Partners Investment Management first reported a position in UNM in Q2 2014 and held it in 4 quarters. The position peaked at $954K in Q2 2014. 428 funds tracked by Wall St. Rank hold UNM as of Q1 2016.

  • Columbia Partners Investment Management reported no remaining Unum position as of Q1 2016 after selling out during the quarter.
  • Columbia Partners Investment Management sold 24,675 Unum shares in Q1 2016, an estimated $821K.
  • Columbia Partners Investment Management first reported a position in Unum in Q2 2014 and held it in 4 quarters.
  • Columbia Partners Investment Management's Unum position peaked at $954K in Q2 2014.
  • 428 funds tracked by Wall St. Rank held Unum as of Q1 2016.

Based on Columbia Partners Investment Management's 13F filing for Q1 2016, filed 10 May 2016.