Delpha Capital Management’s Unum UNM Stock Holding History

Delpha Capital Management’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
2018 Q1	–	Sell	-1,171	Closed	-$64K	–	1166
2017 Q4	$64K	Buy	+1,171	New	+$62.9K	0.07%	224

Other funds holding UNM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $535B AUM 26.23% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Delpha Capital Management's UNM Position: Q1 2018 in Review

Delpha Capital Management sold out of Unum (UNM) in Q1 2018, closing a stake of 1,171 shares — an estimated $64K sold.

Delpha Capital Management first reported a position in UNM in Q4 2017 and held it in 1 quarter. The position peaked at $64K in Q4 2017. 550 funds tracked by Wall St. Rank hold UNM as of Q1 2018.

Delpha Capital Management reported no remaining Unum position as of Q1 2018 after selling out during the quarter.
Delpha Capital Management sold 1,171 Unum shares in Q1 2018, an estimated $64K.
Delpha Capital Management first reported a position in Unum in Q4 2017 and held it in 1 quarter.
Delpha Capital Management's Unum position peaked at $64K in Q4 2017.
550 funds tracked by Wall St. Rank held Unum as of Q1 2018.

Based on Delpha Capital Management's 13F filing for Q1 2018, filed 11 May 2018.