Empirical Finance’s Unum UNM Stock Holding History

Empirical Finance’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	-114	Closed	-$6K	–	544
2016 Q4	$6K	Buy	+114	New	+$4.56K	﹤0.01%	509

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 $3.37T AUM 44.26% 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

Empirical Finance's UNM Position: Q1 2017 in Review

Empirical Finance sold out of Unum (UNM) in Q1 2017, closing a stake of 114 shares — an estimated $6K sold.

Empirical Finance first reported a position in UNM in Q4 2016 and held it in 1 quarter. The position peaked at $6K in Q4 2016. 497 funds tracked by Wall St. Rank hold UNM as of Q1 2017.

Empirical Finance reported no remaining Unum position as of Q1 2017 after selling out during the quarter.
Empirical Finance sold 114 Unum shares in Q1 2017, an estimated $6K.
Empirical Finance first reported a position in Unum in Q4 2016 and held it in 1 quarter.
Empirical Finance's Unum position peaked at $6K in Q4 2016.
497 funds tracked by Wall St. Rank held Unum as of Q1 2017.

Based on Empirical Finance's 13F filing for Q1 2017, filed 11 May 2017.