Elkhorn Investments’s Unum UNM Stock Holding History

Elkhorn Investments’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 Q1	–	Sell	-17,208	Closed	-$756K	–	170
2016 Q4	$756K	Buy	+17,208	New	+$688K	0.88%	68

Other funds holding UNM

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Elkhorn Investments's UNM Position: Q1 2017 in Review

Elkhorn Investments sold out of Unum (UNM) in Q1 2017, closing a stake of 17,208 shares — an estimated $756K sold.

Elkhorn Investments first reported a position in UNM in Q4 2016 and held it in 1 quarter. The position peaked at $756K in Q4 2016. 497 funds tracked by Wall St. Rank hold UNM as of Q1 2017.

Elkhorn Investments reported no remaining Unum position as of Q1 2017 after selling out during the quarter.
Elkhorn Investments sold 17,208 Unum shares in Q1 2017, an estimated $756K.
Elkhorn Investments first reported a position in Unum in Q4 2016 and held it in 1 quarter.
Elkhorn Investments's Unum position peaked at $756K in Q4 2016.
497 funds tracked by Wall St. Rank held Unum as of Q1 2017.

Based on Elkhorn Investments's 13F filing for Q1 2017, filed 2 May 2017.