FDO Partners’s Unum UNM Stock Holding History

FDO Partners’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 Q4	–	Sell	-12,923	Closed	-$661K	–	267
2017 Q3	$661K	Sell	12,923 -17,671	-58%	-$862K	0.26%	137
2017 Q2	$1.43M	Buy	+30,594	New	+$1.41M	0.31%	143
2016 Q2	–	Sell	-50,898	Closed	-$1.57M	–	282
2016 Q1	$1.57M	Buy	+50,898	New	+$1.49M	1.02%	8

Other funds holding UNM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

FDO Partners's UNM Position: Q4 2017 in Review

FDO Partners sold out of Unum (UNM) in Q4 2017, closing a stake of 12,923 shares — an estimated $661K sold.

FDO Partners first reported a position in UNM in Q1 2016 and held it in 3 quarters. The position peaked at $1.57M in Q1 2016. 565 funds tracked by Wall St. Rank hold UNM as of Q4 2017.

FDO Partners reported no remaining Unum position as of Q4 2017 after selling out during the quarter.
FDO Partners sold 12,923 Unum shares in Q4 2017, an estimated $661K.
FDO Partners first reported a position in Unum in Q1 2016 and held it in 3 quarters.
FDO Partners's Unum position peaked at $1.57M in Q1 2016.
565 funds tracked by Wall St. Rank held Unum as of Q4 2017.

Based on FDO Partners's 13F filing for Q4 2017, filed 13 Feb 2018.