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Edmond de Rothschild Asset Management (Luxembourg)’s Unum UNM Stock Holding History

Edmond de Rothschild Asset Management (Luxembourg)’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
2016
Q1 		– Sell
-24,000
Closed -$799K – 94
2015
Q4 		$799K Buy
+24,000
New +$828K 0.69% 28

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 $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Edmond de Rothschild Asset Management (Luxembourg)'s UNM Position: Q1 2016 in Review

Edmond de Rothschild Asset Management (Luxembourg) sold out of Unum (UNM) in Q1 2016, closing a stake of 24,000 shares — an estimated $799K sold.

Edmond de Rothschild Asset Management (Luxembourg) first reported a position in UNM in Q4 2015 and held it in 1 quarter. The position peaked at $799K in Q4 2015. 428 funds tracked by Wall St. Rank hold UNM as of Q1 2016.

  • Edmond de Rothschild Asset Management (Luxembourg) reported no remaining Unum position as of Q1 2016 after selling out during the quarter.
  • Edmond de Rothschild Asset Management (Luxembourg) sold 24,000 Unum shares in Q1 2016, an estimated $799K.
  • Edmond de Rothschild Asset Management (Luxembourg) first reported a position in Unum in Q4 2015 and held it in 1 quarter.
  • Edmond de Rothschild Asset Management (Luxembourg)'s Unum position peaked at $799K in Q4 2015.
  • 428 funds tracked by Wall St. Rank held Unum as of Q1 2016.

Based on Edmond de Rothschild Asset Management (Luxembourg)'s 13F filing for Q1 2016, filed 12 May 2016.