Crow Point Partners’s Unum UNM Stock Holding History

Crow Point Partners’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 Q2	–	Sell	-1,182	Closed	-$55K	–	275
2017 Q1	$55K	Buy	1,182 +225	+24%	+$10.5K	0.01%	230
2016 Q4	$42K	Sell	957 -4,607	-83%	-$184K	0.01%	217
2016 Q3	$193K	Buy	+5,564	New	+$188K	0.03%	160

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

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

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

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

Crow Point Partners's UNM Position: Q2 2017 in Review

Crow Point Partners sold out of Unum (UNM) in Q2 2017, closing a stake of 1,182 shares — an estimated $55K sold.

Crow Point Partners first reported a position in UNM in Q3 2016 and held it in 3 quarters. The position peaked at $193K in Q3 2016. 494 funds tracked by Wall St. Rank hold UNM as of Q2 2017.

Crow Point Partners reported no remaining Unum position as of Q2 2017 after selling out during the quarter.
Crow Point Partners sold 1,182 Unum shares in Q2 2017, an estimated $55K.
Crow Point Partners first reported a position in Unum in Q3 2016 and held it in 3 quarters.
Crow Point Partners's Unum position peaked at $193K in Q3 2016.
494 funds tracked by Wall St. Rank held Unum as of Q2 2017.

Based on Crow Point Partners's 13F filing for Q2 2017, filed 17 Jul 2017.