FGC
UNM icon

Financial Gravity Companies’s Unum UNM Stock Holding History

Financial Gravity Companies’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 		$0 Sell
10
-311
-97% -$16.3K ﹤0.01% 1656
2017
Q4 		$17K Buy
+321
New +$17.2K 0.02% 504

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $269B AUM 31.4% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Financial Gravity Companies's UNM Position: Q1 2018 in Review

Financial Gravity Companies reduced its Unum (UNM) stake by 97% in Q1 2018, selling an estimated $16.3K and leaving 10 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Financial Gravity Companies first reported a position in UNM in Q4 2017 and has held it in 2 quarters since. The position peaked at $17K in Q4 2017. 549 funds tracked by Wall St. Rank hold UNM as of Q1 2018.

  • Financial Gravity Companies held 10 shares of Unum worth $0 as of Q1 2018.
  • Financial Gravity Companies sold 311 Unum shares in Q1 2018, an estimated $16.3K.
  • Unum made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #1656 holding.
  • Financial Gravity Companies first reported a position in Unum in Q4 2017 and has held it in 2 quarters since.
  • Financial Gravity Companies's Unum position peaked at $17K in Q4 2017.
  • 549 funds tracked by Wall St. Rank held Unum as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.