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Emerald Acquisition’s Unum UNM Stock Holding History

Emerald Acquisition’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
Q3 		$1.32M Sell
37,405
-21,129
-36% -$715K ﹤0.01% 1983
2016
Q2 		$1.86M Buy
+58,534
New +$1.98M ﹤0.01% 1866

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

Emerald Acquisition's UNM Position: Q3 2016 in Review

Emerald Acquisition reduced its Unum (UNM) stake by 36% in Q3 2016, selling an estimated $715K and leaving 37,405 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

Emerald Acquisition first reported a position in UNM in Q2 2016 and has held it in 2 quarters since. The position peaked at $1.86M in Q2 2016. 458 funds tracked by Wall St. Rank hold UNM as of Q3 2016.

  • Emerald Acquisition held 37,405 shares of Unum worth $1.32M as of Q3 2016.
  • Emerald Acquisition sold 21,129 Unum shares in Q3 2016, an estimated $715K.
  • Unum made up ﹤0.01% of Emerald Acquisition's portfolio in Q3 2016, its #1983 holding.
  • Emerald Acquisition first reported a position in Unum in Q2 2016 and has held it in 2 quarters since.
  • Emerald Acquisition's Unum position peaked at $1.86M in Q2 2016.
  • 458 funds tracked by Wall St. Rank held Unum as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.