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Delphi Private Advisors’s Unum UNM Stock Holding History

Delphi Private 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
Q3 		– Sell
-207
Closed -$6K – 105
2017
Q2 		$6K Buy
+207
New +$9.52K 0.01% 95
2017
Q1 		– Sell
-1
Closed – – 285
2016
Q4 		$0 Sell
1
-54
-98% -$2.16K ﹤0.01% 447
2016
Q3 		$2K Sell
55
-206
-79% -$6.97K ﹤0.01% 284
2016
Q2 		$8K Buy
261
+54
+26% +$1.83K 0.01% 156
2016
Q1 		$6K Hold
207
– – 0.01% 174
2015
Q4 		$7K Buy
+207
New +$7.14K 0.01% 184

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 $3.38T AUM 44.17% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Delphi Private Advisors's UNM Position: Q3 2017 in Review

Delphi Private Advisors sold out of Unum (UNM) in Q3 2017, closing a stake of 207 shares — an estimated $6K sold.

Delphi Private Advisors first reported a position in UNM in Q4 2015 and held it in 6 quarters. The position peaked at $8K in Q2 2016. 496 funds tracked by Wall St. Rank hold UNM as of Q3 2017.

  • Delphi Private Advisors reported no remaining Unum position as of Q3 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 207 Unum shares in Q3 2017, an estimated $6K.
  • Delphi Private Advisors first reported a position in Unum in Q4 2015 and held it in 6 quarters.
  • Delphi Private Advisors's Unum position peaked at $8K in Q2 2016.
  • 496 funds tracked by Wall St. Rank held Unum as of Q3 2017.

Based on Delphi Private Advisors's 13F filing for Q3 2017, filed 16 Oct 2017.