Evercore Wealth Management’s Unum UNM Stock Holding History

Evercore Wealth 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
2016 Q4	–	Sell	-2,066	Closed	-$73K	–	1096
2016 Q3	$73K	Buy	2,066 +577	+39%	+$19.5K	﹤0.01%	532
2016 Q2	$47K	Buy	+1,489	New	+$50.4K	﹤0.01%	594
2016 Q1	–	Sell	-2,080	Closed	-$69K	–	1016
2015 Q4	$69K	Buy	+2,080	New	+$71.7K	﹤0.01%	538
2014 Q4	–	Sell	-4,250	Closed	-$146K	–	978
2014 Q3	$146K	Buy	+4,250	New	+$149K	0.01%	452
2013 Q4	–	Sell	-129	Closed	-$4K	–	988
2013 Q3	$4K	Buy	+129	New	+$3.96K	﹤0.01%	911

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $5.65B AUM 47.79% 1-Year Est. Return

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

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

Evercore Wealth Management's UNM Position: Q4 2016 in Review

Evercore Wealth Management sold out of Unum (UNM) in Q4 2016, closing a stake of 2,066 shares — an estimated $73K sold.

Evercore Wealth Management first reported a position in UNM in Q3 2013 and held it in 5 quarters. The position peaked at $146K in Q3 2014. 511 funds tracked by Wall St. Rank hold UNM as of Q4 2016.

Evercore Wealth Management reported no remaining Unum position as of Q4 2016 after selling out during the quarter.
Evercore Wealth Management sold 2,066 Unum shares in Q4 2016, an estimated $73K.
Evercore Wealth Management first reported a position in Unum in Q3 2013 and held it in 5 quarters.
Evercore Wealth Management's Unum position peaked at $146K in Q3 2014.
511 funds tracked by Wall St. Rank held Unum as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.