Curian Capital’s Unum UNM Stock Holding History

Curian Capital’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
2014 Q4	–	Sell	-10,561	Closed	-$363K	–	611
2014 Q3	$363K	Sell	10,561 -11,923	-53%	-$419K	0.01%	567
2014 Q2	$782K	Sell	22,484 -9,031	-29%	-$308K	0.01%	483
2014 Q1	$1.11M	Sell	31,515 -4,613	-13%	-$157K	0.02%	410
2013 Q4	$1.27M	Buy	36,128 +1,692	+5%	+$55.4K	0.02%	362
2013 Q3	$1.05M	Buy	34,436 +1,085	+3%	+$33.3K	0.02%	379
2013 Q2	$980K	Buy	+33,351	New	+$929K	0.02%	375

Other funds holding UNM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

CIP

Cornerstone Investment Partners Atlanta, Georgia $2.99B AUM 60.05% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

DSC

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

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Curian Capital's UNM Position: Q4 2014 in Review

Curian Capital sold out of Unum (UNM) in Q4 2014, closing a stake of 10,561 shares — an estimated $363K sold.

Curian Capital first reported a position in UNM in Q2 2013 and held it in 6 quarters. The position peaked at $1.27M in Q4 2013. 415 funds tracked by Wall St. Rank hold UNM as of Q4 2014.

Curian Capital reported no remaining Unum position as of Q4 2014 after selling out during the quarter.
Curian Capital sold 10,561 Unum shares in Q4 2014, an estimated $363K.
Curian Capital first reported a position in Unum in Q2 2013 and held it in 6 quarters.
Curian Capital's Unum position peaked at $1.27M in Q4 2013.
415 funds tracked by Wall St. Rank held Unum as of Q4 2014.

Based on Curian Capital's 13F filing for Q4 2014, filed 11 Feb 2015.