Cornerstone Advisors (Washington)’s Unum UNM Stock Holding History

Cornerstone Advisors (Washington)’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
2019 Q3	–	Sell	-92	Closed	-$3K	–	1344
2019 Q2	$3K	Hold	92	–	–	﹤0.01%	1068
2019 Q1	$3K	Sell	92 -73	-44%	-$2.54K	﹤0.01%	946
2018 Q4	$5K	Buy	165 +86	+109%	+$3.01K	﹤0.01%	778
2018 Q3	$3K	Hold	79	–	–	﹤0.01%	848
2018 Q2	$3K	Buy	79 +32	+68%	+$1.33K	﹤0.01%	807
2018 Q1	$2K	Hold	47	–	–	﹤0.01%	857
2017 Q4	$3K	Hold	47	–	–	﹤0.01%	777
2017 Q3	$2K	Hold	47	–	–	﹤0.01%	823
2017 Q2	$2K	Hold	47	–	–	﹤0.01%	817
2017 Q1	$2K	Hold	47	–	–	﹤0.01%	818
2016 Q4	$2K	Hold	47	–	–	﹤0.01%	835
2016 Q3	$2K	Hold	47	–	–	﹤0.01%	809
2016 Q2	$1K	Hold	47	–	–	﹤0.01%	841
2016 Q1	$1K	Hold	47	–	–	﹤0.01%	835
2015 Q4	$2K	Hold	47	–	–	﹤0.01%	761
2015 Q3	$2K	Sell	47 -48	-51%	-$1.65K	﹤0.01%	756
2015 Q2	$3K	Hold	95	–	–	﹤0.01%	537
2015 Q1	$3K	Hold	95	–	–	﹤0.01%	549
2014 Q4	$3K	Hold	95	–	–	﹤0.01%	519
2014 Q3	$3K	Hold	95	–	–	﹤0.01%	354
2014 Q2	$3K	Buy	95 +48	+102%	+$1.64K	﹤0.01%	389
2014 Q1	$2K	Buy	+47	New	+$1.6K	﹤0.01%	408

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 $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cornerstone Advisors (Washington)'s UNM Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Unum (UNM) in Q3 2019, closing a stake of 92 shares — an estimated $3K sold.

Cornerstone Advisors (Washington) first reported a position in UNM in Q1 2014 and held it in 22 quarters. The position peaked at $5K in Q4 2018. 456 funds tracked by Wall St. Rank hold UNM as of Q3 2019.

Cornerstone Advisors (Washington) reported no remaining Unum position as of Q3 2019 after selling out during the quarter.
Cornerstone Advisors (Washington) sold 92 Unum shares in Q3 2019, an estimated $3K.
Cornerstone Advisors (Washington) first reported a position in Unum in Q1 2014 and held it in 22 quarters.
Cornerstone Advisors (Washington)'s Unum position peaked at $5K in Q4 2018.
456 funds tracked by Wall St. Rank held Unum as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.