Filbrandt Wealth Management’s Unum UNM Stock Holding History

Filbrandt 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
2020 Q3	–	Sell	-250	Closed	-$4K	–	336
2020 Q2	$4K	Buy	+250	New	+$3.94K	﹤0.01%	285

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Filbrandt Wealth Management's UNM Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of Unum (UNM) in Q3 2020, closing a stake of 250 shares — an estimated $4K sold.

Filbrandt Wealth Management first reported a position in UNM in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 391 funds tracked by Wall St. Rank hold UNM as of Q3 2020.

Filbrandt Wealth Management reported no remaining Unum position as of Q3 2020 after selling out during the quarter.
Filbrandt Wealth Management sold 250 Unum shares in Q3 2020, an estimated $4K.
Filbrandt Wealth Management first reported a position in Unum in Q2 2020 and held it in 1 quarter.
Filbrandt Wealth Management's Unum position peaked at $4K in Q2 2020.
391 funds tracked by Wall St. Rank held Unum as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.