Financial Architects (New Jersey)’s Unum UNM Stock Holding History

Financial Architects (New Jersey)’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 Q2	–	Sell	-451	Closed	-$15K	–	1475
2019 Q1	$15K	Sell	451 -4	-0.9%	-$139	﹤0.01%	993
2018 Q4	$13K	Sell	455 -114	-20%	-$3.99K	﹤0.01%	938
2018 Q3	$22K	Sell	569 -14	-2%	-$522	﹤0.01%	897
2018 Q2	$22K	Sell	583 -7	-1%	-$292	﹤0.01%	787
2018 Q1	$28K	Sell	590 -39	-6%	-$2.04K	0.01%	806
2017 Q4	$35K	Hold	629	–	–	0.01%	788
2017 Q3	$32K	Sell	629 -67	-10%	-$3.27K	0.01%	827
2017 Q2	$32K	Buy	696 +77	+12%	+$3.54K	0.01%	827
2017 Q1	$29K	Sell	619 -77	-11%	-$3.61K	0.01%	837
2016 Q4	$31K	Sell	696 -240	-26%	-$9.6K	0.01%	714
2016 Q3	$33K	Hold	936	–	–	0.01%	698
2016 Q2	$30K	Buy	+936	New	+$31.7K	0.01%	670

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Architects (New Jersey)'s UNM Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of Unum (UNM) in Q2 2019, closing a stake of 451 shares — an estimated $15K sold.

Financial Architects (New Jersey) first reported a position in UNM in Q2 2016 and held it in 12 quarters. The position peaked at $35K in Q4 2017. 490 funds tracked by Wall St. Rank hold UNM as of Q2 2019.

Financial Architects (New Jersey) reported no remaining Unum position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 451 Unum shares in Q2 2019, an estimated $15K.
Financial Architects (New Jersey) first reported a position in Unum in Q2 2016 and held it in 12 quarters.
Financial Architects (New Jersey)'s Unum position peaked at $35K in Q4 2017.
490 funds tracked by Wall St. Rank held Unum as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.