ECM
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ETrade Capital Management’s Unum UNM Stock Holding History

ETrade Capital Management’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
2019
Q4 		– Sell
-11,506
Closed -$342K – 843
2019
Q3 		$342K Sell
11,506
-73
-0.6% -$2.17K 0.01% 643
2019
Q2 		$388K Buy
11,579
+189
+2% +$6.55K 0.01% 622
2019
Q1 		$385K Buy
11,390
+451
+4% +$15.7K 0.01% 613
2018
Q4 		$321K Sell
10,939
-688
-6% -$24.1K 0.01% 602
2018
Q3 		$454K Buy
11,627
+945
+9% +$35.3K 0.01% 573
2018
Q2 		$395K Buy
10,682
+658
+7% +$27.4K 0.01% 583
2018
Q1 		$477K Buy
10,024
+996
+11% +$52K 0.02% 528
2017
Q4 		$496K Buy
9,028
+1,505
+20% +$80.8K 0.02% 503
2017
Q3 		$385K Buy
7,523
+1,126
+18% +$54.9K 0.01% 533
2017
Q2 		$298K Buy
6,397
+931
+17% +$42.8K 0.01% 570
2017
Q1 		$256K Buy
+5,466
New +$256K 0.01% 565

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ETrade Capital Management's UNM Position: Q4 2019 in Review

ETrade Capital Management sold out of Unum (UNM) in Q4 2019, closing a stake of 11,506 shares — an estimated $342K sold.

ETrade Capital Management first reported a position in UNM in Q1 2017 and held it in 11 quarters. The position peaked at $496K in Q4 2017. 467 funds tracked by Wall St. Rank hold UNM as of Q4 2019.

  • ETrade Capital Management reported no remaining Unum position as of Q4 2019 after selling out during the quarter.
  • ETrade Capital Management sold 11,506 Unum shares in Q4 2019, an estimated $342K.
  • ETrade Capital Management first reported a position in Unum in Q1 2017 and held it in 11 quarters.
  • ETrade Capital Management's Unum position peaked at $496K in Q4 2017.
  • 467 funds tracked by Wall St. Rank held Unum as of Q4 2019.

Based on ETrade Capital Management's 13F filing for Q4 2019, filed 7 Feb 2020.