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Edmond de Rothschild (Europe)’s Unum UNM Stock Holding History

Edmond de Rothschild (Europe)’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
2015
Q4 		– Sell
-837
Closed -$27K – 276
2015
Q3 		$27K Buy
+837
New +$28.8K 0.01% 202

Other funds holding UNM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 16.07% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Edmond de Rothschild (Europe)'s UNM Position: Q4 2015 in Review

Edmond de Rothschild (Europe) sold out of Unum (UNM) in Q4 2015, closing a stake of 837 shares — an estimated $27K sold.

Edmond de Rothschild (Europe) first reported a position in UNM in Q3 2015 and held it in 1 quarter. The position peaked at $27K in Q3 2015. 426 funds tracked by Wall St. Rank hold UNM as of Q4 2015.

  • Edmond de Rothschild (Europe) reported no remaining Unum position as of Q4 2015 after selling out during the quarter.
  • Edmond de Rothschild (Europe) sold 837 Unum shares in Q4 2015, an estimated $27K.
  • Edmond de Rothschild (Europe) first reported a position in Unum in Q3 2015 and held it in 1 quarter.
  • Edmond de Rothschild (Europe)'s Unum position peaked at $27K in Q3 2015.
  • 426 funds tracked by Wall St. Rank held Unum as of Q4 2015.

Based on Edmond de Rothschild (Europe)'s 13F filing for Q4 2015, filed 16 Feb 2016.