Credential Securities’s Unum UNM Stock Holding History

Credential Securities’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
2017 Q1	–	Sell	-155	Closed	-$6.81K	–	284
2016 Q4	$6.81K	Buy	+155	New	+$6.2K	﹤0.01%	229

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Credential Securities's UNM Position: Q1 2017 in Review

Credential Securities sold out of Unum (UNM) in Q1 2017, closing a stake of 155 shares — an estimated $6.81K sold.

Credential Securities first reported a position in UNM in Q4 2016 and held it in 1 quarter. The position peaked at $6.81K in Q4 2016. 497 funds tracked by Wall St. Rank hold UNM as of Q1 2017.

Credential Securities reported no remaining Unum position as of Q1 2017 after selling out during the quarter.
Credential Securities sold 155 Unum shares in Q1 2017, an estimated $6.81K.
Credential Securities first reported a position in Unum in Q4 2016 and held it in 1 quarter.
Credential Securities's Unum position peaked at $6.81K in Q4 2016.
497 funds tracked by Wall St. Rank held Unum as of Q1 2017.

Based on Credential Securities's 13F filing for Q1 2017, filed 21 Jul 2025.