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Endeavour Capital Advisors’s Unum UNM Stock Holding History

Endeavour Capital Advisors’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
Q1 		– Sell
-26,388
Closed -$920K – 146
2014
Q4 		$920K Buy
+26,388
New +$891K 0.07% 116

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Endeavour Capital Advisors's UNM Position: Q1 2015 in Review

Endeavour Capital Advisors sold out of Unum (UNM) in Q1 2015, closing a stake of 26,388 shares — an estimated $920K sold.

Endeavour Capital Advisors first reported a position in UNM in Q4 2014 and held it in 1 quarter. The position peaked at $920K in Q4 2014. 410 funds tracked by Wall St. Rank hold UNM as of Q1 2015.

  • Endeavour Capital Advisors reported no remaining Unum position as of Q1 2015 after selling out during the quarter.
  • Endeavour Capital Advisors sold 26,388 Unum shares in Q1 2015, an estimated $920K.
  • Endeavour Capital Advisors first reported a position in Unum in Q4 2014 and held it in 1 quarter.
  • Endeavour Capital Advisors's Unum position peaked at $920K in Q4 2014.
  • 410 funds tracked by Wall St. Rank held Unum as of Q1 2015.

Based on Endeavour Capital Advisors's 13F filing for Q1 2015, filed 15 May 2015.