FWCM
UNM icon

Ferguson Wellman Capital Management’s Unum UNM Stock Holding History

Ferguson Wellman 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
2018
Q1 		– Sell
-5,171
Closed -$284K – 358
2017
Q4 		$284K Hold
5,171
– – 0.01% 303
2017
Q3 		$264K Hold
5,171
– – 0.01% 294
2017
Q2 		$241K Hold
5,171
– – 0.01% 305
2017
Q1 		$242K Sell
5,171
-1,207
-19% -$56.5K 0.01% 302
2016
Q4 		$280K Buy
+6,378
New +$255K 0.01% 289

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Ferguson Wellman Capital Management's UNM Position: Q1 2018 in Review

Ferguson Wellman Capital Management sold out of Unum (UNM) in Q1 2018, closing a stake of 5,171 shares — an estimated $284K sold.

Ferguson Wellman Capital Management first reported a position in UNM in Q4 2016 and held it in 5 quarters. The position peaked at $284K in Q4 2017. 550 funds tracked by Wall St. Rank hold UNM as of Q1 2018.

  • Ferguson Wellman Capital Management reported no remaining Unum position as of Q1 2018 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 5,171 Unum shares in Q1 2018, an estimated $284K.
  • Ferguson Wellman Capital Management first reported a position in Unum in Q4 2016 and held it in 5 quarters.
  • Ferguson Wellman Capital Management's Unum position peaked at $284K in Q4 2017.
  • 550 funds tracked by Wall St. Rank held Unum as of Q1 2018.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2018, filed 9 Apr 2018.