FDx Advisors’s Unum UNM Stock Holding History

FDx 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
2019 Q3	–	Sell	-6,011	Closed	-$202K	–	793
2019 Q2	$202K	Buy	+6,011	New	+$208K	0.01%	771
2017 Q4	–	Sell	-4,253	Closed	-$217K	–	1305
2017 Q3	$217K	Sell	4,253 -521	-11%	-$25.4K	0.01%	1183
2017 Q2	$223K	Buy	+4,774	New	+$220K	0.01%	1101

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

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FDx Advisors's UNM Position: Q3 2019 in Review

FDx Advisors sold out of Unum (UNM) in Q3 2019, closing a stake of 6,011 shares — an estimated $202K sold.

FDx Advisors first reported a position in UNM in Q2 2017 and held it in 3 quarters. The position peaked at $223K in Q2 2017. 456 funds tracked by Wall St. Rank hold UNM as of Q3 2019.

FDx Advisors reported no remaining Unum position as of Q3 2019 after selling out during the quarter.
FDx Advisors sold 6,011 Unum shares in Q3 2019, an estimated $202K.
FDx Advisors first reported a position in Unum in Q2 2017 and held it in 3 quarters.
FDx Advisors's Unum position peaked at $223K in Q2 2017.
456 funds tracked by Wall St. Rank held Unum as of Q3 2019.

Based on FDx Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.