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CT Financial Advisors’s Unum UNM Stock Holding History

CT Financial 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
2017
Q1 		$4.5K Hold
96
– – ﹤0.01% 517
2016
Q4 		$4.22K Hold
96
– – ﹤0.01% 515
2016
Q3 		$3.39K Hold
96
– – ﹤0.01% 530
2016
Q2 		$3.05K Hold
96
– – ﹤0.01% 542
2016
Q1 		$2.97K Buy
+96
New +$2.82K ﹤0.01% 545

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CT Financial Advisors's UNM Position: Q1 2017 in Review

CT Financial Advisors held its Unum (UNM) position steady in Q1 2017 at 96 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

CT Financial Advisors first reported a position in UNM in Q1 2016 and has held it in 5 quarters since. 497 funds tracked by Wall St. Rank hold UNM as of Q1 2017.

  • CT Financial Advisors held 96 shares of Unum worth $4.5K as of Q1 2017.
  • CT Financial Advisors left its Unum share count unchanged in Q1 2017.
  • Unum made up ﹤0.01% of CT Financial Advisors's portfolio in Q1 2017, its #517 holding.
  • CT Financial Advisors first reported a position in Unum in Q1 2016 and has held it in 5 quarters since.
  • 497 funds tracked by Wall St. Rank held Unum as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.